Apriem Advisors’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 | $2.48M | Buy |
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|
2025
Q2 | $2.26M | Buy |
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|
2025
Q1 | $1.91M | Buy |
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|
2024
Q4 | $1.1M | Sell |
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|
2024
Q3 | $1.05M | Sell |
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|
2024
Q2 | $1.04M | Hold |
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|
2024
Q1 | $953K | Hold |
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|
2023
Q4 | $853K | Sell |
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|
2023
Q3 | $749K | Buy |
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|
2023
Q2 | $632K | Buy |
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|
2023
Q1 | $388K | Buy |
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|
2022
Q4 | $312K | Sell |
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|
2022
Q3 | $336K | Sell |
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|
2022
Q2 | $359K | Sell |
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|
2022
Q1 | $502K | Sell |
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|
2021
Q4 | $569K | Sell |
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|
2021
Q3 | $540K | Buy |
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|
2021
Q2 | $519K | Sell |
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|
2021
Q1 | $470K | Sell |
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|
2020
Q4 | $540K | Sell |
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|
2020
Q3 | $505K | Sell |
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|
2020
Q2 | $567K | Buy |
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|
2020
Q1 | $440K | Sell |
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|
2019
Q4 | $596K | Sell |
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|
2019
Q3 | $543K | Sell |
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|
2019
Q2 | $627K | Sell |
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|
2019
Q1 | $914K | Sell |
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|
2018
Q4 | $802K | Sell |
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|
2018
Q3 | $19.9M | Buy |
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|
2018
Q2 | $16.6M | Buy |
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|
2018
Q1 | $14.3M | Buy |
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|
2017
Q4 | $13.7M | Buy |
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|
2017
Q3 | $12.1M | Buy |
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|
2017
Q2 | $9.23M | Buy |
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|
2017
Q1 | $507K | Buy |
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|
2016
Q4 | $466K | Buy |
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|
2016
Q3 | $404K | Buy |
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|
2016
Q2 | $367K | Buy |
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|
2016
Q1 | $339K | Sell |
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|
2015
Q4 | $9.11M | Buy |
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|
2015
Q3 | $315K | Sell |
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|
2015
Q2 | $7.44M | Buy |
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|
2015
Q1 | $7.45M | Buy |
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|
2014
Q4 | $6.67M | Buy |
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|
2014
Q3 | $2.97M | Buy |
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|
2014
Q2 | $1.94M | Buy |
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|
2013
Q3 | – | Sell |
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|
2013
Q2 | $1K | Buy |
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