Aspen Investment 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 | $532K | Buy |
|
|||||
|
2025
Q1 | $456K | Buy |
|
|||||
|
2024
Q4 | $334K | Buy |
|
|||||
|
2024
Q3 | $312K | Buy |
|
|||||
|
2024
Q2 | $301K | Buy |
|
|||||
|
2024
Q1 | $234K | Buy |
|
|||||
|
2023
Q4 | $209K | Buy |
|
|||||
|
2023
Q3 | – | Sell |
|
|||||
|
2023
Q2 | $256K | Buy |
|
|||||
|
2023
Q1 | $222K | Buy |
|
|||||
|
2022
Q4 | – | Sell |
|
|||||
|
2022
Q3 | $209K | Buy |
|
|||||
|
2022
Q2 | $217K | Buy |
|
|||||
|
2022
Q1 | $280K | Buy |
|
|||||
|
2021
Q4 | $307K | Buy |
|
|||||
|
2021
Q3 | $277K | Buy |
|
|||||
|
2021
Q2 | $273K | Buy |
|
|||||
|
2021
Q1 | $242K | Buy |
|
|||||
|
2020
Q4 | $240K | Buy |
|
|||||
|
2020
Q3 | $215K | Buy |
|