B&D White Capital Company’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 | $31.8M | Buy |
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|
2025
Q2 | $17.2M | Sell |
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|
2025
Q1 | $40.5M | Buy |
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|
2024
Q4 | $33.8M | Buy |
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|
2024
Q3 | $25.9M | Buy |
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|
2024
Q2 | $23.7M | Sell |
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|
2024
Q1 | $28M | Sell |
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|
2023
Q4 | $25.1M | Buy |
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|
2023
Q3 | $21.9M | Buy |
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|
2023
Q2 | $21.7M | Buy |
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|
2023
Q1 | $8.72M | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $1.84M | Buy |
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|
2022
Q2 | $1.86M | Sell |
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|
2022
Q1 | $25.5M | Buy |
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|
2021
Q4 | $12.8M | Buy |
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|
2021
Q3 | $10.6M | Buy |
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|
2021
Q2 | $7.62M | Buy |
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|
2021
Q1 | $4.42M | Buy |
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|
2020
Q4 | $3.71M | Buy |
|