Acorn Wealth Advisors’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 | $6.85M | Buy |
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|
2025
Q2 | $5.01M | Buy |
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|
2025
Q1 | $2.16M | Buy |
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|
2024
Q4 | $2.15M | Buy |
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|
2024
Q3 | $1.43M | Buy |
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|
2024
Q2 | $1.17M | Buy |
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|
2024
Q1 | $833K | Buy |
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|
2023
Q4 | $526K | Buy |
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|
2023
Q3 | $410K | Buy |
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|
2023
Q2 | $398K | Sell |
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|
2023
Q1 | $348K | Buy |
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|
2022
Q4 | $288K | Sell |
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|
2022
Q3 | $298K | Buy |
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|
2022
Q2 | $302K | Buy |
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|
2022
Q1 | $384K | Sell |
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|
2021
Q4 | $438K | Sell |
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|
2021
Q3 | $474K | Buy |
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|
2021
Q2 | $451K | Buy |
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|
2021
Q1 | $397K | Buy |
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|
2020
Q4 | $378K | Buy |
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|
2020
Q3 | $337K | Buy |
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|
2020
Q2 | $294K | Sell |
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|
2020
Q1 | $301K | Sell |
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|
2019
Q4 | $444K | Sell |
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|
2019
Q3 | $419K | Sell |
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|
2019
Q2 | $419K | Sell |
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|
2019
Q1 | $632K | Sell |
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|
2018
Q4 | $786K | Buy |
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|
2018
Q3 | $831K | Sell |
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|
2018
Q2 | $1.03M | Sell |
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|
2018
Q1 | $992K | Buy |
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|
2017
Q4 | $494K | Buy |
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