Belpointe 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 | $50.4M | Buy |
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|
2025
Q1 | $28.6M | Buy |
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|
2024
Q4 | $694K | Sell |
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|
2024
Q3 | $729K | Buy |
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|
2024
Q2 | $474K | Buy |
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|
2024
Q1 | $432K | Sell |
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|
2023
Q4 | $396K | Sell |
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|
2023
Q3 | $355K | Sell |
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|
2023
Q2 | $386K | Sell |
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|
2023
Q1 | $995K | Sell |
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|
2022
Q4 | $1.34M | Sell |
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|
2022
Q3 | $1.6M | Sell |
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|
2022
Q2 | $6.63M | Buy |
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|
2022
Q1 | $1.86M | Buy |
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|
2021
Q4 | $1.57M | Buy |
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|
2021
Q3 | $1.32M | Buy |
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|
2021
Q2 | $1.13M | Buy |
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|
2021
Q1 | $722K | Buy |
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|
2020
Q4 | $617K | Sell |
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|
2020
Q3 | $1.29M | Sell |
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|
2020
Q2 | $1.29M | Buy |
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|
2020
Q1 | $1.01M | Buy |
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|
2019
Q4 | $341K | Buy |
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|
2019
Q3 | $307K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $401K | Buy |
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