Windsor Advisory Group’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 | $691K | Sell |
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|
2025
Q1 | $732K | Sell |
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|
2024
Q4 | $834K | Buy |
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|
2024
Q3 | $761K | Sell |
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|
2024
Q2 | $862K | Hold |
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|
2024
Q1 | $792K | Hold |
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|
2023
Q4 | $709K | Hold |
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|
2023
Q3 | $621K | Hold |
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|
2023
Q2 | $641K | Hold |
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|
2023
Q1 | $557K | Hold |
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|
2022
Q4 | $475K | Buy |
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