Affiance 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 | $497K | Buy |
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|
2025
Q2 | $435K | Hold |
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|
2025
Q1 | $372K | Hold |
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|
2024
Q4 | $415K | Buy |
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|
2024
Q3 | $386K | Hold |
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|
2024
Q2 | $374K | Sell |
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|
2024
Q1 | $367K | Hold |
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|
2023
Q4 | $328K | Hold |
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|
2023
Q3 | $287K | Sell |
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|
2023
Q2 | $322K | Sell |
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|
2023
Q1 | $284K | Sell |
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|
2022
Q4 | $1.54M | Buy |
|