Adero Partners’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
Q1 | $696K | Buy |
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|
2024
Q4 | $775K | Sell |
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|
2024
Q3 | $739K | Hold |
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|
2024
Q2 | $715K | Sell |
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|
2024
Q1 | $662K | Buy |
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|
2023
Q4 | $592K | Sell |
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|
2023
Q3 | $549K | Sell |
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|
2023
Q2 | $597K | Sell |
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|
2023
Q1 | $542K | Sell |
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|
2022
Q4 | $480K | Sell |
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|
2022
Q3 | $900K | Sell |
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|
2022
Q2 | $975K | Buy |
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|
2022
Q1 | $1.23M | Sell |
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|
2021
Q4 | $1.99M | Sell |
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|
2021
Q3 | $1.88M | Sell |
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|
2021
Q2 | $1.96M | Sell |
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|
2021
Q1 | $1.79M | Sell |
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|
2020
Q4 | $1.84M | Sell |
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|
2020
Q3 | $1.72M | Sell |
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|
2020
Q2 | $1.75M | Buy |
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|
2020
Q1 | $1.34M | Sell |
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|
2019
Q4 | $1.73M | Buy |
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