Westmount Partners’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
Q3 | $2.08M | Buy |
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|
2025
Q2 | $1.89M | Buy |
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|
2025
Q1 | $504K | Buy |
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|
2024
Q4 | $561K | Buy |
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|
2024
Q3 | $524K | Buy |
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|
2024
Q2 | $511K | Buy |
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|
2024
Q1 | $466K | Sell |
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|
2023
Q4 | $418K | Buy |
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|
2023
Q3 | $306K | Buy |
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|
2023
Q2 | $315K | Sell |
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|
2023
Q1 | $281K | Sell |
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|
2022
Q4 | $253K | Buy |
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