Avantax Advisory Services’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 | $160M | Buy |
|
|||||
|
2025
Q1 | $126M | Buy |
|
|||||
|
2024
Q4 | $115M | Buy |
|
|||||
|
2024
Q3 | $87.9M | Buy |
|
|||||
|
2024
Q2 | $77.2M | Buy |
|
|||||
|
2024
Q1 | $45.1M | Buy |
|
|||||
|
2023
Q4 | $31.3M | Buy |
|
|||||
|
2023
Q3 | $21.3M | Buy |
|
|||||
|
2023
Q2 | $20.9M | Buy |
|
|||||
|
2023
Q1 | $17.6M | Sell |
|
|||||
|
2022
Q4 | $17.6M | Buy |
|
|||||
|
2022
Q3 | $15.2M | Buy |
|
|||||
|
2022
Q2 | $14.1M | Buy |
|
|||||
|
2022
Q1 | $14.3M | Buy |
|
|||||
|
2021
Q4 | $13.5M | Buy |
|
|||||
|
2021
Q3 | $3.13M | Buy |
|
|||||
|
2021
Q2 | $2.48M | Buy |
|
|||||
|
2021
Q1 | $1.41M | Buy |
|
|||||
|
2020
Q4 | $1.08M | Sell |
|
|||||
|
2020
Q3 | $2.68M | Buy |
|
|||||
|
2020
Q2 | $896K | Sell |
|
|||||
|
2020
Q1 | $712K | Buy |
|
|||||
|
2019
Q4 | $525K | Buy |
|