BFSG LLC’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 | $3.29M | Sell |
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|
2025
Q2 | $3.04M | Buy |
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|
2025
Q1 | $2.59M | Buy |
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|
2024
Q4 | $2.75M | Sell |
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|
2024
Q3 | $2.58M | Buy |
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|
2024
Q2 | $2.45M | Buy |
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|
2024
Q1 | $1.99M | Sell |
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|
2023
Q4 | $1.79M | Sell |
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|
2023
Q3 | $1.62M | Sell |
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|
2023
Q2 | $1.68M | Sell |
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|
2023
Q1 | $1.51M | Sell |
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|
2022
Q4 | $1.31M | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $216K | Buy |
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