Avidian Wealth Enterprises’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
Q3 | $2.14M | Sell |
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|
2025
Q2 | $1.98M | Sell |
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|
2025
Q1 | $1.77M | Sell |
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|
2024
Q4 | $1.97M | Sell |
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|
2024
Q3 | $1.85M | Buy |
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|
2024
Q2 | $1.76M | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $444K | Sell |
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|
2022
Q4 | $381K | Buy |
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|
2022
Q3 | $382K | Buy |
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|
2022
Q2 | $394K | Sell |
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|
2022
Q1 | $509K | Sell |
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|
2021
Q4 | $638K | Hold |
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|
2021
Q3 | $577K | Hold |
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|
2021
Q2 | $569K | Hold |
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|
2021
Q1 | $506K | Hold |
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|
2020
Q4 | $501K | Hold |
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|
2020
Q3 | $449K | Sell |
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|
2020
Q2 | $1.99M | Buy |
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|
2020
Q1 | $662K | Buy |
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|
2019
Q4 | $437K | Hold |
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|
2019
Q3 | $395K | Hold |
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|
2019
Q2 | $391K | Hold |
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|
2019
Q1 | $373K | Hold |
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|
2018
Q4 | $324K | Hold |
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|
2018
Q3 | $385K | Hold |
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|
2018
Q2 | $356K | Hold |
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|
2018
Q1 | $337K | Sell |
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|
2017
Q4 | $425 | Buy |
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