Alpha Omega Wealth 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
Q2 | $1.32M | Buy |
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|
2025
Q1 | $698K | Buy |
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|
2024
Q4 | $776K | Sell |
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|
2024
Q3 | $732K | Sell |
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|
2024
Q2 | $784K | Sell |
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|
2024
Q1 | $736K | Sell |
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|
2023
Q4 | $679K | Sell |
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|
2023
Q3 | $597K | Sell |
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|
2023
Q2 | $625K | Sell |
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|
2023
Q1 | $553K | Sell |
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|
2022
Q4 | $489K | Buy |
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|
2022
Q3 | $490K | Buy |
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|
2022
Q2 | $506K | Buy |
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|
2022
Q1 | $647K | Sell |
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|
2021
Q4 | $667K | Sell |
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|
2021
Q3 | $670K | Buy |
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|
2021
Q2 | $660K | Hold |
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|
2021
Q1 | $586K | Buy |
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|
2020
Q4 | $548K | Buy |
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|
2020
Q3 | $439K | Buy |
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|
2020
Q2 | $361K | Buy |
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|
2020
Q1 | $264K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $102K | Buy |
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|
2019
Q1 | $78K | Hold |
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|
2018
Q4 | $67K | Buy |
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|
2018
Q3 | $54K | Hold |
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|
2018
Q2 | $50K | Buy |
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|
2018
Q1 | $27K | Buy |
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|
2017
Q4 | $5K | Hold |
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|
2017
Q3 | $5K | Hold |
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|
2017
Q2 | $5K | Hold |
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|
2017
Q1 | $5K | Hold |
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|
2016
Q4 | $4K | Buy |
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