Anchor 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
Q2 | $178K | Sell |
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|
2025
Q1 | $163K | Sell |
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|
2024
Q4 | $184K | Hold |
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|
2024
Q3 | $172K | Sell |
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|
2024
Q2 | $167K | Buy |
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|
2024
Q1 | $153K | Hold |
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|
2023
Q4 | $137K | Sell |
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|
2023
Q3 | $168K | Hold |
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|
2023
Q2 | $174K | Hold |
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|
2023
Q1 | $151K | Sell |
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|
2022
Q4 | $140K | Sell |
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|
2022
Q3 | $146K | Hold |
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|
2022
Q2 | $152K | Hold |
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|
2022
Q1 | $196K | Hold |
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|
2021
Q4 | $214K | Sell |
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|
2021
Q3 | $197K | Sell |
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|
2021
Q2 | $195K | Hold |
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|
2021
Q1 | $173K | Hold |
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|
2020
Q4 | $171K | Sell |
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|
2020
Q3 | $159K | Buy |
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|
2020
Q2 | $112K | Buy |
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|
2020
Q1 | $47.2K | Sell |
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|
2019
Q4 | $57.1K | Buy |
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|
2019
Q3 | $35K | Buy |
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|
2019
Q2 | $25K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $4.48K | Buy |
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