Arbor Trust Wealth 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 | $9.82M | Sell |
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|
2025
Q1 | $9.49M | Buy |
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|
2024
Q4 | $10.3M | Buy |
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|
2024
Q3 | $9.24M | Hold |
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|
2024
Q2 | $9.24M | Buy |
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|
2024
Q1 | $8.38M | Buy |
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|
2023
Q4 | $7.47M | Buy |
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|
2023
Q3 | $6.39M | Sell |
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|
2023
Q2 | $6.78M | Sell |
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|
2023
Q1 | $5.99M | Buy |
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|
2022
Q4 | $5.05M | Buy |
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|
2022
Q3 | $4.43M | Buy |
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|
2022
Q2 | $4.36M | Buy |
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|
2022
Q1 | $5.18M | Buy |
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|
2021
Q4 | $5.05M | Buy |
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|
2021
Q3 | $4.41M | Buy |
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|
2021
Q2 | $4.14M | Buy |
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|
2021
Q1 | $3.23M | Buy |
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|
2020
Q4 | $2.46M | Buy |
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|
2020
Q3 | $2.17M | Buy |
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|
2020
Q2 | $1.9M | Buy |
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|
2020
Q1 | $1.48M | Buy |
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|
2019
Q4 | $1.58M | Buy |
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