WBC
West Branch Capital’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $434K | Sell |
14,849
-6,491
| -30% | -$190K | 0.13% | 53 |
|
|
2025
Q1 | $534K | Buy |
21,340
+12
| +0.1% | +$300 | 0.18% | 53 |
|
|
2024
Q4 | $594K | Buy |
21,328
+15,999
| +300% | +$446K | 0.19% | 53 |
|
|
2024
Q3 | $555K | Buy |
5,329
+11
| +0.2% | +$1.15K | 0.19% | 55 |
|
|
2024
Q2 | $536K | Hold |
5,318
| – | – | 0.2% | 53 |
|
|
2024
Q1 | $493K | Buy |
+5,318
| New | +$493K | 0.2% | 53 |
|