Capital Insight Partners’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 | $686K | Sell |
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|
2025
Q2 | $641K | Sell |
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|
2025
Q1 | $555K | Sell |
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|
2024
Q4 | $661K | Sell |
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|
2024
Q3 | $751K | Buy |
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|
2024
Q2 | $614K | Sell |
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|
2024
Q1 | $578K | Sell |
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|
2023
Q4 | $567K | Sell |
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|
2023
Q3 | $504K | Sell |
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|
2023
Q2 | $555K | Sell |
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|
2023
Q1 | $485K | Buy |
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|
2022
Q4 | $403K | Sell |
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|
2022
Q3 | $525K | Sell |
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|
2022
Q2 | $670K | Sell |
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|
2022
Q1 | $953K | Sell |
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|
2021
Q4 | $1.2M | Sell |
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|
2021
Q3 | $1.2M | Sell |
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|
2021
Q2 | $1.24M | Sell |
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|
2021
Q1 | $1.11M | Buy |
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|
2020
Q4 | $1.09M | Sell |
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|
2020
Q3 | $1.03M | Sell |
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|
2020
Q2 | $1.08M | Buy |
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