Cary Street Partners Investment Advisory’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 | – | Sell |
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|
2024
Q3 | $19.6M | Buy |
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|
2024
Q2 | $18.6M | Buy |
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|
2024
Q1 | $17M | Sell |
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|
2023
Q4 | $16.7M | Buy |
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|
2023
Q3 | $14.2M | Buy |
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|
2023
Q2 | $14.6M | Buy |
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|
2023
Q1 | $12.3M | Sell |
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|
2022
Q4 | $10.7M | Sell |
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|
2022
Q3 | $10.9M | Sell |
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|
2022
Q2 | $11.4M | Buy |
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|
2022
Q1 | $8.98M | Buy |
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|
2021
Q4 | $7.67M | Sell |
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|
2021
Q3 | $7.05M | Sell |
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|
2021
Q2 | $6.97M | Sell |
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|
2021
Q1 | $6.36M | Buy |
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|
2020
Q4 | $5.9M | Sell |
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|
2020
Q3 | $5.4M | Buy |
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|
2020
Q2 | $4.43M | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $4.22M | Buy |
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|
2018
Q4 | $28.4M | Buy |
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