Burns Matteson Capital 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 | $4.45M | Buy |
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|
2025
Q2 | $3.98M | Buy |
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|
2025
Q1 | $3.29M | Buy |
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|
2024
Q4 | $2.8M | Sell |
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|
2024
Q3 | $2.67M | Sell |
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|
2024
Q2 | $2.79M | Sell |
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|
2024
Q1 | $2.75M | Sell |
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|
2023
Q4 | $2.71M | Sell |
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|
2023
Q3 | $2.54M | Buy |
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|
2023
Q2 | $2.54M | Buy |
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|
2023
Q1 | $2M | Sell |
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|
2022
Q4 | $1.78M | Sell |
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|
2022
Q3 | $2.13M | Buy |
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|
2022
Q2 | $2.18M | Sell |
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|
2022
Q1 | $2.93M | Buy |
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|
2021
Q4 | $3.2M | Sell |
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|
2021
Q3 | $2.94M | Sell |
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|
2021
Q2 | $3.03M | Sell |
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|
2021
Q1 | $2.77M | Sell |
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|
2020
Q4 | $2.79M | Buy |
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