Woodmont Investment Counsel’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 | $1.3M | Buy |
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|
2025
Q2 | $1.18M | Buy |
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|
2025
Q1 | $972K | Buy |
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|
2024
Q4 | $1.05M | Sell |
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|
2024
Q3 | $998K | Buy |
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|
2024
Q2 | $951K | Buy |
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|
2024
Q1 | $862K | Buy |
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|
2023
Q4 | $741K | Sell |
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|
2023
Q3 | $653K | Sell |
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|
2023
Q2 | $684K | Sell |
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|
2023
Q1 | $598K | Sell |
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|
2022
Q4 | $549K | Sell |
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|
2022
Q3 | $1.13M | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $701K | Buy |
|