Avantax Planning Partners’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 | $444M | Buy |
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|
2025
Q1 | $373M | Sell |
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|
2024
Q4 | $428M | Sell |
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|
2024
Q3 | $407M | Sell |
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|
2024
Q2 | $453M | Sell |
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|
2024
Q1 | $445M | Sell |
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|
2023
Q4 | $409M | Sell |
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|
2023
Q3 | $373M | Sell |
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|
2023
Q2 | $395M | Sell |
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|
2023
Q1 | $367M | Sell |
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|
2022
Q4 | $369M | Buy |
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|
2022
Q3 | $336M | Sell |
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|
2022
Q2 | $360M | Sell |
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|
2022
Q1 | $484M | Buy |
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|
2021
Q4 | $526M | Sell |
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|
2021
Q3 | $477M | Buy |
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|
2021
Q2 | $469M | Buy |
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|
2021
Q1 | $412M | Sell |
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|
2020
Q4 | $476M | Sell |
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|
2020
Q3 | $480M | Sell |
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|
2020
Q2 | $435M | Buy |
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|
2020
Q1 | $318M | Buy |
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|
2019
Q4 | $366M | Sell |
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|
2019
Q3 | $335M | Buy |
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|
2019
Q2 | $334M | Buy |
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|
2019
Q1 | $306M | Buy |
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|
2018
Q4 | $247M | Sell |
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|
2018
Q3 | $299M | Buy |
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|
2018
Q2 | $275M | Buy |
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|
2018
Q1 | $254M | Buy |
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|
2017
Q4 | $248M | Sell |
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|
2017
Q3 | $277M | Buy |
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|
2017
Q2 | $260M | Buy |
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|
2017
Q1 | $242M | Buy |
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|
2016
Q4 | $221M | Buy |
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