Advisornet Financial’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 | $1.04M | Sell |
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|
2025
Q1 | $1.03M | Sell |
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|
2024
Q4 | $1.67M | Buy |
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|
2024
Q3 | $1.55M | Sell |
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|
2024
Q2 | $1.51M | Sell |
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|
2024
Q1 | $1.52M | Sell |
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|
2023
Q4 | $1.65M | Sell |
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|
2023
Q3 | $1.61M | Sell |
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|
2023
Q2 | $2.33M | Sell |
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|
2023
Q1 | $2.06M | Buy |
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|
2022
Q4 | $1.7M | Sell |
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|
2022
Q3 | $1.74M | Sell |
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|
2022
Q2 | $1.86M | Sell |
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|
2022
Q1 | $4.4M | Sell |
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|
2021
Q4 | $6.62M | Buy |
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|
2021
Q3 | $5.67M | Sell |
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|
2021
Q2 | $5.75M | Sell |
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|
2021
Q1 | $5.34M | Buy |
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|
2020
Q4 | $4.94M | Buy |
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|
2020
Q3 | $3.9M | Buy |
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|
2020
Q2 | $3.26M | Buy |
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|
2020
Q1 | $1.77M | Buy |
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|
2019
Q4 | $1.99M | Sell |
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|
2019
Q3 | $1.96M | Sell |
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|
2019
Q2 | $2.02M | Sell |
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|
2019
Q1 | $2.49M | Sell |
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|
2018
Q4 | $2.46M | Sell |
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|
2018
Q3 | $3.61M | Buy |
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|
2018
Q2 | $2.8M | Buy |
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|
2018
Q1 | $2.39M | Sell |
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|
2017
Q4 | $2.45M | Buy |
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