Advisory Services & Investments’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 | |
|---|---|---|---|---|---|---|---|---|
| 
        
          
      
        2024
         Q3  | $9.2M | Sell | 
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        2024
         Q2  | $9.75M | Sell | 
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        2024
         Q1  | $9.26M | Sell | 
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| 
        
          
      
        2023
         Q4  | $9.1M | Buy | 
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| 
        
          
      
        2023
         Q3  | $7.93M | Buy | 
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| 
        
          
      
        2023
         Q2  | $8.12M | Buy | 
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| 
        
          
      
        2023
         Q1  | $6.62M | Buy | 
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| 
        
          
      
        2022
         Q4  | $5.63M | Sell | 
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| 
        
          
      
        2022
         Q3  | $5.74M | Sell | 
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| 
        
          
      
        2022
         Q2  | $8.23M | Sell | 
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| 
        
          
      
        2022
         Q1  | $20.4M | Sell | 
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| 
        
          
      
        2021
         Q4  | $22.6M | Sell | 
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| 
        
          
      
        2021
         Q3  | $21.1M | Buy | 
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| 
        
          
      
        2021
         Q2  | $20.7M | Sell | 
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| 
        
          
      
        2021
         Q1  | $18.5M | Buy | 
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