Wescott Financial Advisory Group’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | $315K | Buy |
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|
2025
Q1 | – | Sell |
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|
2024
Q4 | $559K | Sell |
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|
2024
Q3 | $635K | Sell |
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|
2024
Q2 | $698K | Buy |
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|
2024
Q1 | $622K | Buy |
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|
2023
Q4 | $540K | Buy |
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|
2023
Q3 | $473K | Buy |
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|
2023
Q2 | $481K | Sell |
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|
2023
Q1 | $450K | Buy |
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|
2022
Q4 | $379K | Buy |
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|
2022
Q3 | $381K | Buy |
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|
2022
Q2 | $373K | Buy |
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|
2022
Q1 | $482K | Buy |
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