AssetMark Inc’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 | $93.7M | Buy |
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|
2025
Q1 | $79.3M | Buy |
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|
2024
Q4 | $87M | Sell |
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|
2024
Q3 | $87.8M | Sell |
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|
2024
Q2 | $85.1M | Sell |
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|
2024
Q1 | $79.1M | Buy |
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|
2023
Q4 | $67.9M | Sell |
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|
2023
Q3 | $61.2M | Sell |
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|
2023
Q2 | $70.2M | Buy |
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|
2023
Q1 | $59.1M | Sell |
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|
2022
Q4 | $54.9M | Buy |
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|
2022
Q3 | $51.9M | Sell |
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|
2022
Q2 | $61M | Buy |
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|
2022
Q1 | $69.3M | Sell |
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|
2021
Q4 | $76.1M | Sell |
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|
2021
Q3 | $75M | Buy |
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|
2021
Q2 | $73.5M | Buy |
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|
2021
Q1 | $65.1M | Sell |
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|
2020
Q4 | $64.5M | Buy |
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|
2020
Q3 | $57.8M | Buy |
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|
2020
Q2 | $42.8M | Sell |
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|
2020
Q1 | $36.9M | Sell |
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|
2019
Q4 | $46.4M | Buy |
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|
2019
Q3 | $39.5M | Buy |
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|
2019
Q2 | $28.7M | Buy |
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|
2019
Q1 | $26.3M | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $4K | Buy |
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