Whitaker-Myers Wealth Managers’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 | $16.2M | Buy |
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|
2025
Q2 | $14.4M | Buy |
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|
2025
Q1 | $9.81M | Buy |
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|
2024
Q4 | $10.5M | Buy |
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|
2024
Q3 | $8.11M | Buy |
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|
2024
Q2 | $6.85M | Buy |
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|
2024
Q1 | $1.05M | Buy |
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|
2023
Q4 | $779K | Sell |
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|
2023
Q3 | $827K | Sell |
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|
2023
Q2 | $2.02M | Sell |
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|
2023
Q1 | $1.85M | Buy |
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|
2022
Q4 | $1.43M | Buy |
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