Albion Financial Group’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 | $307K | Sell |
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|
2025
Q1 | $265K | Sell |
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|
2024
Q4 | $297K | Sell |
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|
2024
Q3 | $277K | Buy |
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|
2024
Q2 | $268K | Sell |
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|
2024
Q1 | $251K | Sell |
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|
2023
Q4 | $227K | Sell |
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|
2023
Q3 | $201K | Sell |
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|
2023
Q2 | $221K | Sell |
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|
2023
Q1 | $194K | Sell |
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|
2022
Q4 | $206K | Sell |
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|
2022
Q3 | $234K | Hold |
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|
2022
Q2 | $243K | Sell |
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|
2022
Q1 | $318K | Sell |
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|
2021
Q4 | $700K | Sell |
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|
2021
Q3 | $3.37M | Sell |
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|
2021
Q2 | $3.66M | Buy |
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|
2020
Q4 | $3.33M | Sell |
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|
2020
Q3 | $3.04M | Sell |
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|
2020
Q2 | $2.77M | Sell |
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|
2020
Q1 | $2.2M | Sell |
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|
2019
Q4 | $2.68M | Sell |
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|
2019
Q3 | $2.45M | Sell |
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|
2019
Q2 | $2.52M | Sell |
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|
2019
Q1 | $2.45M | Buy |
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|
2018
Q4 | $2.1M | Sell |
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|
2018
Q3 | $2.54M | Sell |
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|
2018
Q2 | $2.38M | Sell |
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|
2018
Q1 | $2.26M | Sell |
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|
2017
Q4 | $2.24M | Sell |
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|
2017
Q3 | $2.13M | Sell |
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|
2017
Q2 | $2.06M | Sell |
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|
2017
Q1 | $2.03M | Sell |
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|
2016
Q4 | $2.11M | Buy |
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|
2016
Q3 | $1.56M | Buy |
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