Atria Wealth Solutions’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 | $12.9M | Sell |
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|
2025
Q1 | $22.8M | Sell |
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|
2024
Q4 | $27M | Buy |
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|
2024
Q3 | $24.8M | Sell |
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|
2024
Q2 | $26.1M | Buy |
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|
2024
Q1 | $21.9M | Buy |
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|
2023
Q4 | $16.6M | Buy |
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|
2023
Q3 | $13M | Buy |
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|
2023
Q2 | $7.25M | Sell |
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|
2023
Q1 | $7.7M | Buy |
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|
2022
Q4 | $6.37M | Sell |
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|
2022
Q3 | $12.1M | Buy |
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|
2022
Q2 | $11.4M | Sell |
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|
2022
Q1 | $19.1M | Buy |
|