Burney Company’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 | $366K | Hold |
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|
2025
Q2 | $335K | Hold |
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|
2025
Q1 | $287K | Sell |
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|
2024
Q4 | $325K | Sell |
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|
2024
Q3 | $558K | Hold |
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|
2024
Q2 | $540K | Hold |
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|
2024
Q1 | $497K | Sell |
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|
2023
Q4 | $475K | Hold |
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|
2023
Q3 | $416K | Hold |
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|
2023
Q2 | $429K | Hold |
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|
2023
Q1 | $373K | Hold |
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|
2022
Q4 | $318K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $246K | Hold |
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|
2021
Q4 | $269K | Hold |
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|
2021
Q3 | $243K | Hold |
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|
2021
Q2 | $240K | Hold |
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|
2021
Q1 | $213K | Hold |
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|
2020
Q4 | $211K | Buy |
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