Apella Capital’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 | $3.43M | Buy |
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|
2025
Q2 | $1.19M | Buy |
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|
2025
Q1 | $1.01M | Hold |
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|
2024
Q4 | $1.13M | Buy |
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|
2024
Q3 | $996K | Hold |
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|
2024
Q2 | $1.01M | Buy |
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|
2024
Q1 | $277K | Hold |
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|
2023
Q4 | $241K | Hold |
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|
2023
Q3 | $218K | Hold |
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|
2023
Q2 | $224K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $219K | Hold |
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|
2021
Q4 | $239K | Hold |
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|
2021
Q3 | $217K | Hold |
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|
2021
Q2 | $213K | Buy |
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