Carlson 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $234K | Hold |
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|
2024
Q3 | $219K | Sell |
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|
2024
Q2 | $214K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $219K | Sell |
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|
2021
Q4 | $267K | Sell |
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|
2021
Q3 | $249K | Sell |
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|
2021
Q2 | $249K | Hold |
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|
2021
Q1 | $221K | Hold |
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|
2020
Q4 | $223K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $439K | Buy |
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|
2018
Q2 | $200K | Buy |
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|
2013
Q4 | – | Sell |
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|
2013
Q3 | $261K | Buy |
|