Advisor OS’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 | $604K | Buy |
|
|||||
|
2025
Q1 | $503K | Buy |
|
|||||
|
2024
Q4 | $503K | Buy |
|
|||||
|
2024
Q3 | $431K | Sell |
|
|||||
|
2024
Q2 | $422K | Sell |
|
|||||
|
2024
Q1 | $459K | Sell |
|
|||||
|
2023
Q4 | $581K | Buy |
|
|||||
|
2023
Q3 | $478K | Sell |
|
|||||
|
2023
Q2 | $506K | Buy |
|
|||||
|
2023
Q1 | $434K | Sell |
|
|||||
|
2022
Q4 | $456K | Sell |
|
|||||
|
2022
Q3 | $746K | Buy |
|
|||||
|
2022
Q2 | $773K | Buy |
|
|||||
|
2022
Q1 | $996K | Buy |
|