Capital Analysts LLC’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 | $1.43M | Sell |
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|
2025
Q1 | $1.23M | Buy |
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|
2024
Q4 | $119K | Sell |
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|
2024
Q3 | $170K | Sell |
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|
2024
Q2 | $366K | Buy |
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|
2024
Q1 | $43K | Buy |
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|
2023
Q4 | $29K | Hold |
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|
2023
Q3 | $26K | Sell |
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|
2023
Q2 | $31K | Sell |
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|
2023
Q1 | $28K | Buy |
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|
2022
Q4 | $21K | Hold |
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|
2022
Q3 | $21K | Hold |
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|
2022
Q2 | $22K | Sell |
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|
2022
Q1 | $30K | Sell |
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|
2021
Q4 | $67K | Buy |
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|
2021
Q3 | $30K | Hold |
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|
2021
Q2 | $29K | Hold |
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|
2021
Q1 | $26K | Buy |
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