Brio Consultants’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
Q2 | $65.8M | Sell |
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2025
Q1 | $56.9M | Sell |
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|
2024
Q4 | $72M | Sell |
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|
2024
Q3 | $67.4M | Sell |
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|
2024
Q2 | $66.1M | Sell |
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|
2024
Q1 | $61.3M | Sell |
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|
2023
Q4 | $59.9M | Sell |
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|
2023
Q3 | $52.8M | Buy |
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|
2023
Q2 | $53.9M | Buy |
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|
2023
Q1 | $38.9M | Buy |
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|
2022
Q4 | $31.7M | Buy |
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|
2022
Q3 | $30.4M | Sell |
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|
2022
Q2 | $32.7M | Buy |
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|
2022
Q1 | $392K | Buy |
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|
2021
Q4 | $288K | Buy |
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|
2021
Q3 | $260K | Hold |
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|
2021
Q2 | $256K | Hold |
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|
2021
Q1 | $228K | Hold |
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|
2020
Q4 | $226K | Sell |
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|
2020
Q3 | $214K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $224K | Buy |
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