Arthur M. Cohen & Associates’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 | $1.62M | Hold |
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|
2025
Q2 | $1.48M | Hold |
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|
2025
Q1 | $1.27M | Hold |
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|
2024
Q4 | $1.41M | Hold |
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|
2024
Q3 | $1.3M | Buy |
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|
2024
Q2 | $1.08M | Hold |
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|
2024
Q1 | $989K | Buy |
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|
2023
Q4 | $767K | Buy |
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|
2023
Q3 | $620K | Hold |
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|
2023
Q2 | $639K | Hold |
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|
2023
Q1 | $556K | Hold |
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|
2022
Q4 | $474K | Hold |
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|
2022
Q3 | $476K | Hold |
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|
2022
Q2 | $495K | Buy |
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|
2022
Q1 | $699K | Sell |
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|
2021
Q4 | $699K | Hold |
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|
2021
Q3 | $632K | Hold |
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|
2021
Q2 | $623K | Hold |
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|
2021
Q1 | $554K | Hold |
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|
2020
Q4 | $548K | Sell |
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|
2020
Q3 | $521K | Hold |
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|
2020
Q2 | $460K | Hold |
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|
2020
Q1 | $344K | Hold |
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|
2019
Q4 | $421K | Hold |
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|
2019
Q3 | $381 | Hold |
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|
2019
Q2 | $377K | Hold |
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|
2019
Q1 | $360K | Buy |
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