Bailard’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 | $1.84M | Hold |
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|
2025
Q2 | $1.69M | Sell |
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|
2025
Q1 | $1.58M | Buy |
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|
2024
Q4 | $1.61M | Sell |
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|
2024
Q3 | $1.53M | Hold |
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|
2024
Q2 | $1.48M | Hold |
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|
2024
Q1 | $1.36M | Hold |
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|
2023
Q4 | $1.22M | Sell |
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|
2023
Q3 | $1.08M | Buy |
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|
2023
Q2 | $1.1M | Hold |
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|
2023
Q1 | $956K | Hold |
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|
2022
Q4 | $815K | Hold |
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|
2022
Q3 | $819K | Hold |
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|
2022
Q2 | $851K | Hold |
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|
2022
Q1 | $1.1M | Hold |
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|
2021
Q4 | $1.2M | Sell |
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|
2021
Q3 | $1.09M | Hold |
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|
2021
Q2 | $1.07M | Hold |
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|
2021
Q1 | $953K | Sell |
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|
2020
Q4 | $1.3M | Buy |
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|
2020
Q3 | $1.14M | Hold |
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|
2020
Q2 | $1M | Hold |
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|
2020
Q1 | $788K | Buy |
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|
2019
Q4 | $741K | Hold |
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|
2019
Q3 | $670K | Sell |
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|
2019
Q2 | $711K | Hold |
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|
2019
Q1 | $678K | Buy |
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|
2018
Q4 | $346K | Hold |
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|
2018
Q3 | $412K | Sell |
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|
2018
Q2 | $386K | Hold |
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|
2018
Q1 | $366K | Hold |
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|
2017
Q4 | $361K | Hold |
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|
2017
Q3 | $337K | Hold |
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|
2017
Q2 | $323K | Buy |
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|
2017
Q1 | $307K | Hold |
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|
2016
Q4 | $284K | Buy |
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