Aptus Capital 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
Q2 | $7.03M | Sell |
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|
2025
Q1 | $6.27M | Buy |
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|
2024
Q4 | $6.97M | Buy |
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|
2024
Q3 | $840K | Sell |
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|
2024
Q2 | $3.4M | Sell |
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|
2024
Q1 | $3.47M | Buy |
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|
2023
Q4 | $391K | Sell |
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|
2023
Q3 | $347K | Sell |
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|
2023
Q2 | $371K | Buy |
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|
2023
Q1 | $230K | Sell |
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|
2022
Q4 | $204K | Sell |
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|
2022
Q3 | $218K | Sell |
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|
2022
Q2 | $227K | Buy |
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|
2022
Q1 | $257K | Sell |
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|
2021
Q4 | $289K | Sell |
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|
2021
Q3 | $448K | Buy |
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|
2021
Q2 | $412K | Sell |
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|
2021
Q1 | $382K | Buy |
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|
2020
Q4 | $107K | Hold |
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|
2020
Q3 | $96K | Hold |
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|
2020
Q2 | $85K | Buy |
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|
2020
Q1 | $48K | Hold |
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|
2019
Q4 | $56K | Buy |
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|
2019
Q3 | $10K | Buy |
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