AHL Investment Management’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 | $448K | Hold |
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|
2025
Q2 | $410K | Hold |
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|
2025
Q1 | $352K | Hold |
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|
2024
Q4 | $391K | Hold |
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|
2024
Q3 | $366K | Hold |
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|
2024
Q2 | $354K | Hold |
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|
2024
Q1 | $325K | Hold |
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|
2023
Q4 | $291K | Hold |
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|
2023
Q3 | $255K | Sell |
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|
2023
Q2 | $301K | Hold |
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|
2023
Q1 | $261K | Hold |
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|
2022
Q4 | $223K | Sell |
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|
2022
Q3 | $239K | Hold |
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|
2022
Q2 | $248K | Hold |
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|
2022
Q1 | $320K | Sell |
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|
2021
Q4 | $351K | Buy |
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