Allworth 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
Q2 | $16.4M | Sell |
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|
2025
Q1 | $13.9M | Buy |
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|
2024
Q4 | $8.12M | Buy |
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|
2024
Q3 | $2.86M | Sell |
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|
2024
Q2 | $2.78M | Buy |
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|
2024
Q1 | $2.54M | Sell |
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|
2023
Q4 | $2.77M | Sell |
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|
2023
Q3 | $5.63M | Buy |
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|
2023
Q2 | $293K | Buy |
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|
2023
Q1 | $206K | Sell |
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|
2022
Q4 | $205K | Buy |
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|
2022
Q3 | $173K | Buy |
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|
2022
Q2 | $152K | Sell |
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|
2022
Q1 | $239K | Sell |
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|
2021
Q4 | $395K | Buy |
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|
2021
Q3 | $56K | Sell |
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|
2021
Q2 | $62K | Buy |
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|
2021
Q1 | $53K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $1K | Sell |
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|
2018
Q3 | $54K | Hold |
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|
2018
Q2 | $50K | Sell |
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|
2018
Q1 | $111K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $50K | Sell |
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|
2017
Q1 | $50K | Buy |
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