WP
Westmount Partners’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 | $1.89M | Buy |
64,653
+44,508
| +221% | +$1.3M | 0.52% | 45 |
|
|
2025
Q1 | $504K | Buy |
20,145
+28
| +0.1% | +$701 | 0.15% | 122 |
|
|
2024
Q4 | $561K | Buy |
20,117
+15,090
| +300% | +$421K | 0.17% | 110 |
|
|
2024
Q3 | $524K | Buy |
5,027
+3
| +0.1% | +$313 | 0.16% | 112 |
|
|
2024
Q2 | $511K | Buy |
5,024
+2
| +0% | +$203 | 0.17% | 108 |
|
|
2024
Q1 | $466K | Sell |
5,022
-17
| -0.3% | -$1.58K | 0.17% | 118 |
|
|
2023
Q4 | $418K | Buy |
5,039
+830
| +20% | +$68.9K | 0.17% | 125 |
|
|
2023
Q3 | $306K | Buy |
4,209
+2
| +0% | +$145 | 0.13% | 150 |
|
|
2023
Q2 | $315K | Sell |
4,207
-98
| -2% | -$7.35K | 0.14% | 139 |
|
|
2023
Q1 | $281K | Sell |
4,305
-250
| -5% | -$16.3K | 0.13% | 141 |
|
|
2022
Q4 | $253K | Buy |
+4,555
| New | +$253K | 0.13% | 146 |
|