Cerity 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 | $97.2M | Sell |
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|
2025
Q2 | $91.1M | Buy |
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|
2025
Q1 | $76.2M | Buy |
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|
2024
Q4 | $81.4M | Sell |
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|
2024
Q3 | $83M | Buy |
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|
2024
Q2 | $80M | Sell |
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|
2024
Q1 | $73.5M | Sell |
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|
2023
Q4 | $66.5M | Buy |
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|
2023
Q3 | $36M | Buy |
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|
2023
Q2 | $33.1M | Buy |
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|
2023
Q1 | $28.5M | Buy |
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|
2022
Q4 | $24.1M | Buy |
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|
2022
Q3 | $1.71M | Sell |
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|
2022
Q2 | $1.86M | Buy |
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|
2022
Q1 | $2.26M | Sell |
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|
2021
Q4 | $2.66M | Buy |
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|
2021
Q3 | $797K | Sell |
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|
2021
Q2 | $871K | Sell |
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|
2021
Q1 | $787K | Sell |
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|
2020
Q4 | $828K | Buy |
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|
2020
Q3 | $568K | Buy |
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|
2020
Q2 | $477K | Sell |
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|
2020
Q1 | $640K | Sell |
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|
2019
Q4 | $882K | Buy |
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|
2019
Q3 | $534K | Sell |
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|
2019
Q2 | $653K | Buy |
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