CGN Advisors’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 | $1.28M | Buy |
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|
2025
Q2 | $915K | Buy |
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|
2025
Q1 | $727K | Buy |
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|
2024
Q4 | $777K | Sell |
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|
2024
Q3 | $784K | Sell |
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|
2024
Q2 | $765K | Buy |
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|
2024
Q1 | $681K | Buy |
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|
2023
Q4 | $543K | Sell |
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|
2023
Q3 | $681K | Buy |
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|
2023
Q2 | $346K | Buy |
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|
2023
Q1 | $295K | Sell |
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|
2022
Q4 | $266K | Sell |
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|
2022
Q3 | $2.06M | Buy |
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