Capital Asset Advisory Services’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 | $242K | Buy |
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|
2025
Q2 | $209K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $30K | Buy |
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|
2022
Q2 | $2K | Sell |
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|
2022
Q1 | $15K | Buy |
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|
2021
Q4 | $15K | Buy |
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|
2021
Q3 | $13K | Sell |
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|
2021
Q2 | $19K | Sell |
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|
2021
Q1 | $18K | Buy |
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|
2020
Q4 | $6K | Hold |
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|
2020
Q3 | $5K | Hold |
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|
2020
Q2 | $5K | Hold |
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|
2020
Q1 | $4K | Sell |
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|
2019
Q4 | $37K | Buy |
|