Bay Colony 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 | $3.27M | Buy |
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|
2025
Q2 | $2.89M | Buy |
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2025
Q1 | $2.42M | Buy |
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|
2024
Q4 | $2.57M | Buy |
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|
2024
Q3 | $2.31M | Buy |
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|
2024
Q2 | $2.22M | Buy |
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|
2024
Q1 | $1.86M | Buy |
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|
2023
Q4 | $1.54M | Buy |
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|
2023
Q3 | $1.03M | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $11K | Buy |
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