Bishop & Co Investment 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
Q3
$9.87M Sell
2025
Q2
$9.29M Buy
2025
Q1
$5.14M Buy
2024
Q4
$252K Sell
2024
Q3
$238K Hold
2024
Q2
$230K Hold
2024
Q1
$212K Buy
2023
Q3
Sell
2023
Q2
$3.52M Buy
2023
Q1
$245K Sell
2022
Q4
$213K Sell
2022
Q3
$436K Sell
2022
Q2
$469K Buy