B. Riley Wealth Advisors’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 | $3.46M | Buy |
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|
2025
Q2 | $2.2M | Buy |
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|
2024
Q4 | $2.16M | Sell |
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|
2024
Q3 | $2.2M | Buy |
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|
2024
Q2 | $1.86M | Sell |
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|
2024
Q1 | $1.54M | Buy |
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|
2023
Q4 | $1.57M | Sell |
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|
2023
Q3 | $1.54M | Buy |
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|
2023
Q2 | $1.49M | Buy |
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|
2023
Q1 | $1.11M | Sell |
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|
2022
Q4 | $1.06M | Buy |
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|
2022
Q3 | $674K | Buy |
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|
2022
Q2 | $518K | Sell |
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|
2022
Q1 | $950K | Buy |
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|
2021
Q4 | $1.03M | Buy |
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|
2021
Q3 | $904K | Sell |
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|
2021
Q2 | $911K | Buy |
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|
2021
Q1 | $804K | Buy |
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|
2020
Q4 | $382K | Buy |
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|
2020
Q3 | $320K | Sell |
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|
2020
Q2 | $327K | Sell |
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|
2020
Q1 | $312K | Buy |
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|
2019
Q4 | $281K | Sell |
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|
2019
Q3 | $291K | Sell |
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|
2019
Q2 | $290K | Buy |
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|
2019
Q1 | $228K | Buy |
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|
2015
Q1 | – | Sell |
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|
2014
Q4 | $16 | Buy |
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|
2014
Q3 | – | Sell |
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|
2014
Q2 | $351K | Buy |
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|
2014
Q1 | $410K | Sell |
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|
2013
Q4 | $405K | Sell |
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|
2013
Q3 | $458K | Sell |
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|
2013
Q2 | $431K | Buy |
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