Capital Advisors Inc’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 | $1.33M | Buy |
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|
2025
Q2 | $797K | Buy |
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|
2025
Q1 | $631K | Buy |
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|
2024
Q4 | $687K | Buy |
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|
2024
Q3 | $589K | Sell |
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|
2024
Q2 | $571K | Sell |
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|
2024
Q1 | $567K | Buy |
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|
2023
Q4 | $348K | Sell |
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|
2023
Q3 | $415K | Sell |
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|
2023
Q2 | $560K | Buy |
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|
2023
Q1 | $371K | Buy |
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|
2022
Q4 | $243K | Sell |
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|
2022
Q3 | $315K | Hold |
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|
2022
Q2 | $335K | Buy |
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|
2022
Q1 | $328K | Sell |
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|
2021
Q4 | $445K | Buy |
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|
2021
Q3 | $298K | Hold |
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|
2021
Q2 | $293K | Hold |
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|
2021
Q1 | $261K | Hold |
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|
2020
Q4 | $258K | Hold |
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|
2020
Q3 | $231K | Hold |
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|
2020
Q2 | $227K | Buy |
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