Beacon Financial Group’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 | $447K | Sell |
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|
2025
Q2 | $432K | Buy |
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|
2025
Q1 | $370K | Buy |
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|
2024
Q4 | $402K | Sell |
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|
2024
Q3 | $487K | Sell |
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|
2024
Q2 | $565K | Buy |
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|
2024
Q1 | $516K | Hold |
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|
2023
Q4 | $462K | Buy |
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|
2023
Q3 | $421K | Sell |
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|
2023
Q2 | $541K | Buy |
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|
2023
Q1 | $472K | Sell |
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|
2022
Q4 | $411K | Buy |
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|
2022
Q3 | $279K | Sell |
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|
2022
Q2 | $309K | Hold |
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|
2022
Q1 | $388K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $9.96M | Sell |
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|
2021
Q2 | $9.99M | Buy |
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