Beacon Pointe 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
Q2 | $107M | Buy |
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|
2025
Q1 | $91.2M | Buy |
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|
2024
Q4 | $97.1M | Buy |
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|
2024
Q3 | $83.5M | Buy |
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|
2024
Q2 | $78.3M | Buy |
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|
2024
Q1 | $71.6M | Buy |
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|
2023
Q4 | $60.7M | Buy |
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|
2023
Q3 | $52.4M | Buy |
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|
2023
Q2 | $49.1M | Buy |
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|
2023
Q1 | $39.2M | Buy |
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|
2022
Q4 | $31.1M | Buy |
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|
2022
Q3 | $25.7M | Buy |
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|
2022
Q2 | $21.2M | Sell |
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|
2022
Q1 | $50.1M | Buy |
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|
2021
Q4 | $18.8M | Sell |
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|
2021
Q3 | $17.4M | Sell |
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|
2021
Q2 | $18.8M | Sell |
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|
2021
Q1 | $17.2M | Sell |
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|
2020
Q4 | $17.5M | Buy |
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|
2020
Q3 | $15.5M | Buy |
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|
2020
Q2 | $13M | Buy |
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|
2020
Q1 | $3.05M | Buy |
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|
2019
Q4 | $2.35M | Buy |
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|
2019
Q3 | $2M | Sell |
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|
2019
Q2 | $2.07M | Buy |
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|
2019
Q1 | $1.78M | Buy |
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|
2018
Q4 | $1.39M | Buy |
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