Blue Bell Private Wealth 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 | $2.27M | Buy |
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|
2025
Q2 | $2.06M | Sell |
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|
2025
Q1 | $1.77M | Buy |
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|
2024
Q4 | $1.96M | Sell |
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|
2024
Q3 | $1.84M | Sell |
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|
2024
Q2 | $1.78M | Buy |
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|
2024
Q1 | $1.3M | Sell |
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|
2023
Q4 | $1.6M | Sell |
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|
2023
Q3 | $1.93M | Sell |
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|
2023
Q2 | $1.99M | Sell |
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|
2023
Q1 | $1.77M | Sell |
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|
2022
Q4 | $1.54M | Sell |
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|
2022
Q3 | $1.58M | Sell |
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|
2022
Q2 | $1.7M | Sell |
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|
2022
Q1 | $2.23M | Sell |
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|
2021
Q4 | $2.52M | Sell |
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|
2021
Q3 | $2.28M | Sell |
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|
2021
Q2 | $2.27M | Sell |
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|
2021
Q1 | $2.29M | Buy |
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|
2020
Q4 | $2.23M | Buy |
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|
2020
Q3 | $1.95M | Sell |
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|
2020
Q2 | $1.75M | Sell |
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|
2020
Q1 | $1.4M | Sell |
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|
2019
Q4 | $1.74M | Buy |
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|
2019
Q3 | $1.45M | Buy |
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|
2019
Q2 | $1.42M | Sell |
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|
2019
Q1 | $1.38M | Sell |
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|
2018
Q4 | $1.2M | Buy |
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|
2018
Q3 | $1.25M | Buy |
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|
2018
Q2 | $1.12M | Sell |
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|
2018
Q1 | $1.1M | Buy |
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|
2017
Q4 | $1.02M | Buy |
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|
2017
Q3 | $882K | Buy |
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|
2017
Q2 | $824K | Buy |
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|
2017
Q1 | $747K | Buy |
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|
2016
Q4 | $678K | Sell |
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|
2016
Q3 | $696K | Sell |
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|
2016
Q2 | $685K | Sell |
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|
2016
Q1 | $721K | Sell |
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|
2015
Q4 | $816K | Sell |
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|
2015
Q3 | $824K | Sell |
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|
2015
Q2 | $969K | Sell |
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|
2015
Q1 | $1.03M | Buy |
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|
2014
Q4 | $977K | Buy |
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|
2014
Q3 | $873K | Sell |
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|
2014
Q2 | $866K | Sell |
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|
2014
Q1 | $878K | Buy |
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|
2013
Q4 | $327K | Buy |
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|
2013
Q3 | $246K | Buy |
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|
2013
Q2 | $218K | Buy |
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