AMG National Trust Bank’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 | $692K | Buy |
|
|||||
|
2025
Q1 | $328K | Hold |
|
|||||
|
2024
Q4 | $365K | Hold |
|
|||||
|
2024
Q3 | $341K | Hold |
|
|||||
|
2024
Q2 | $330K | Hold |
|
|||||
|
2024
Q1 | $304K | Hold |
|
|||||
|
2023
Q4 | $272K | Hold |
|
|||||
|
2023
Q3 | $238K | Hold |
|
|||||
|
2023
Q2 | $246K | Hold |
|
|||||
|
2023
Q1 | $213K | Buy |
|
|||||
|
2022
Q3 | – | Sell |
|
|||||
|
2022
Q2 | $217K | Sell |
|
|||||
|
2022
Q1 | $405K | Sell |
|
|||||
|
2021
Q4 | $444K | Hold |
|
|||||
|
2021
Q3 | $401K | Sell |
|
|||||
|
2021
Q2 | $410K | Sell |
|
|||||
|
2021
Q1 | $1.44M | Hold |
|
|||||
|
2020
Q4 | $1.42M | Sell |
|
|||||
|
2020
Q3 | $1.38M | Hold |
|
|||||
|
2020
Q2 | $1.21M | Buy |
|