Bond & Devick Financial Network’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
Q4 | $643K | Hold |
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|
2025
Q3 | $629K | Hold |
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|
2025
Q2 | $576K | Hold |
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|
2025
Q1 | $494K | Buy |
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|
2024
Q4 | $514K | Sell |
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|
2024
Q3 | $514K | Hold |
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|
2024
Q2 | $497K | Hold |
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|
2024
Q1 | $457K | Hold |
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|
2023
Q4 | $409K | Hold |
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|
2023
Q3 | $359K | Hold |
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|
2023
Q2 | $370K | Hold |
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|
2023
Q1 | $321K | Hold |
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|
2022
Q4 | $274K | Sell |
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|
2022
Q3 | $280K | Buy |
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|
2022
Q2 | $286K | Hold |
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|
2022
Q1 | $369K | Sell |
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|
2021
Q4 | $514K | Hold |
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|
2021
Q3 | $465K | Hold |
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|
2021
Q2 | $458K | Hold |
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|
2021
Q1 | $408K | Hold |
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|
2020
Q4 | $403K | Buy |
|