Annex Advisory Services’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
Q3 | $659K | Sell |
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|
2025
Q2 | $669K | Sell |
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|
2025
Q1 | $591K | Sell |
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|
2024
Q4 | $811K | Buy |
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|
2024
Q3 | $317K | Sell |
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|
2024
Q2 | $339K | Sell |
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|
2024
Q1 | $347K | Buy |
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|
2023
Q4 | $300K | Buy |
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|
2023
Q3 | $222K | Sell |
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|
2023
Q2 | $235K | Sell |
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|
2023
Q1 | $261K | Sell |
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|
2022
Q4 | $235K | Sell |
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|
2022
Q3 | $236K | Buy |
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|
2022
Q2 | $245K | Sell |
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|
2022
Q1 | $404K | Sell |
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|
2021
Q4 | $442K | Buy |
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|
2021
Q3 | $251K | Sell |
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|
2021
Q2 | $483K | Buy |
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|
2021
Q1 | $407K | Sell |
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|
2020
Q4 | $449K | Sell |
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|
2020
Q3 | $504K | Sell |
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|
2020
Q2 | $506K | Sell |
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|
2020
Q1 | $410K | Buy |
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|
2019
Q4 | $219K | Buy |
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