Beacon Financial Advisory’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 | $1.23M | Sell |
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|
2025
Q2 | $1.25M | Sell |
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|
2025
Q1 | $1.25M | Buy |
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|
2024
Q4 | $472K | Buy |
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|
2024
Q3 | $305K | Buy |
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|
2024
Q2 | $213K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $1.1M | Buy |
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|
2022
Q1 | $1.25M | Buy |
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|
2021
Q4 | $1.28M | Buy |
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|
2021
Q3 | $1.12M | Hold |
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|
2021
Q2 | $1.11M | Hold |
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|
2021
Q1 | $983K | Hold |
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|
2020
Q4 | $972K | Buy |
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