Appleton Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $842K | Sell |
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|
2023
Q2 | $20.5M | Sell |
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|
2023
Q1 | $21.2M | Buy |
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|
2022
Q4 | $794K | Buy |
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|
2022
Q3 | $783K | Buy |
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|
2022
Q2 | $774K | Sell |
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|
2022
Q1 | $22.6M | Buy |
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|
2021
Q4 | $24.7M | Sell |
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|
2021
Q3 | $24.8M | Buy |
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|
2021
Q2 | $23.8M | Buy |
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|
2021
Q1 | $2.13M | Sell |
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|
2020
Q4 | $18.3M | Sell |
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|
2020
Q3 | $18.8M | Buy |
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|
2020
Q2 | $15.9M | Buy |
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|
2020
Q1 | $7.04M | Sell |
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|
2019
Q4 | $15.7M | Sell |
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|
2019
Q3 | $18M | Sell |
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|
2019
Q2 | $20.7M | Buy |
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|
2019
Q1 | $19.6M | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $20M | Buy |
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|
2018
Q2 | $17.9M | Buy |
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|
2018
Q1 | $4.01M | Buy |
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|
2017
Q4 | $3.68M | Buy |
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|
2017
Q3 | $3.19M | Buy |
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|
2017
Q2 | $2.94M | Buy |
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|
2017
Q1 | $2.75M | Sell |
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|
2016
Q4 | $2.63M | Sell |
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|
2016
Q3 | $2.76M | Buy |
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|
2015
Q3 | – | Sell |
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|
2015
Q2 | $271K | Buy |
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|
2015
Q1 | $265K | Buy |
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|
2014
Q4 | $230K | Buy |
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|
2014
Q3 | $210K | Buy |
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|
2014
Q2 | $205K | Buy |
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