Arkadios 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
Q3 | $5.81M | Sell |
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|
2025
Q2 | $5.62M | Buy |
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|
2025
Q1 | $2.34M | Buy |
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|
2024
Q4 | $2.01M | Sell |
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|
2024
Q3 | $1.9M | Buy |
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|
2024
Q2 | $697K | Buy |
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|
2024
Q1 | $501K | Sell |
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|
2023
Q4 | $473K | Sell |
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|
2023
Q3 | $463K | Buy |
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|
2023
Q2 | $363K | Sell |
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|
2023
Q1 | $338K | Sell |
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|
2022
Q4 | $329K | Buy |
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|
2022
Q3 | $284K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $372K | Sell |
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|
2021
Q4 | $469K | Sell |
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|
2021
Q3 | $481K | Sell |
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|
2021
Q2 | $568K | Sell |
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|
2021
Q1 | $770K | Sell |
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|
2020
Q4 | $1.09M | Buy |
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|
2020
Q3 | $980K | Buy |
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|
2020
Q2 | $865K | Buy |
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|
2020
Q1 | $6.8K | Hold |
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|
2019
Q4 | $8.61K | Buy |
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