White Lighthouse Investment Management’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
Q2 | $443K | Buy |
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|
2025
Q1 | $367K | Buy |
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|
2024
Q4 | $408K | Buy |
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|
2024
Q3 | $380K | Hold |
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|
2024
Q2 | $368K | Buy |
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|
2024
Q1 | $335K | Sell |
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|
2023
Q4 | $327K | Sell |
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|
2023
Q3 | $388K | Sell |
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|
2023
Q2 | $413K | Sell |
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|
2023
Q1 | $361K | Buy |
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|
2022
Q4 | $284K | Buy |
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