Aprio Wealth 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 | $1.28M | Buy |
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|
2025
Q1 | $944K | Buy |
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|
2024
Q4 | $1.05M | Buy |
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|
2024
Q3 | $976K | Hold |
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|
2024
Q2 | $944K | Sell |
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|
2024
Q1 | $877K | Buy |
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|
2023
Q4 | $771K | Hold |
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|
2023
Q3 | $676K | Hold |
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|
2023
Q2 | $696K | Hold |
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|
2023
Q1 | $605K | Buy |
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|
2022
Q4 | $505K | Sell |
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|
2022
Q3 | $515K | Buy |
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|
2022
Q2 | $519K | Sell |
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|
2022
Q1 | $760K | Buy |
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|
2020
Q4 | $710K | Sell |
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|
2020
Q3 | $1.12M | Sell |
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|
2020
Q2 | $1.22M | Buy |
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|
2020
Q1 | $786K | Buy |
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|
2019
Q4 | $301K | Buy |
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