Berger 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 | $72.4M | Sell |
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|
2025
Q2 | $66.4M | Buy |
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|
2025
Q1 | $55.3M | Buy |
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|
2024
Q4 | $59.6M | Buy |
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|
2024
Q3 | $52.1M | Buy |
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|
2024
Q2 | $47M | Buy |
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|
2024
Q1 | $35.1M | Sell |
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|
2023
Q4 | $32.1M | Buy |
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|
2023
Q3 | $26.9M | Buy |
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|
2023
Q2 | $25.3M | Buy |
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|
2023
Q1 | $20.2M | Buy |
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|
2022
Q4 | $16M | Buy |
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|
2022
Q3 | $15.2M | Buy |
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|
2022
Q2 | $14.9M | Buy |
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|
2022
Q1 | $18.3M | Buy |
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|
2021
Q4 | $15.6M | Buy |
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|
2021
Q3 | $11.4M | Buy |
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|
2021
Q2 | $10.3M | Buy |
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|
2021
Q1 | $7.8M | Sell |
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|
2020
Q4 | $9.6M | Buy |
|