Bellevue Asset Management’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 | $857K | Buy |
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|
2025
Q1 | $728K | Buy |
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|
2024
Q4 | $580K | Buy |
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|
2024
Q3 | $412K | Buy |
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|
2024
Q2 | $348K | Buy |
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|
2024
Q1 | $262K | Buy |
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|
2023
Q4 | $124K | Buy |
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|
2023
Q3 | $49.7K | Buy |
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|
2023
Q2 | $37.5K | Hold |
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|
2023
Q1 | $32.6K | Hold |
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|
2022
Q4 | $27.5K | Hold |
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|
2022
Q3 | $28K | Hold |
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|
2022
Q2 | $29K | Hold |
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|
2022
Q1 | $38K | Hold |
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|
2021
Q4 | $41K | Hold |
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|
2021
Q3 | $37K | Hold |
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|
2021
Q2 | $36K | Hold |
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|
2021
Q1 | $33K | Hold |
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|
2020
Q4 | $33K | Hold |
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|
2020
Q3 | $29K | Hold |
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|
2020
Q2 | $25K | Buy |
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