Chas P. Smith & Associates (CPS)’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
Q2 | $573K | Hold |
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|
2025
Q1 | $491K | Sell |
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|
2024
Q4 | $580K | Buy |
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|
2024
Q3 | $495K | Hold |
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|
2024
Q2 | $480K | Hold |
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|
2024
Q1 | $441K | Hold |
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|
2023
Q4 | $395K | Sell |
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|
2023
Q3 | $477K | Buy |
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|
2023
Q2 | $356K | Hold |
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|
2023
Q1 | $310K | Hold |
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|
2022
Q4 | $264K | Hold |
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|
2022
Q3 | $265K | Hold |
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|
2022
Q2 | $276K | Hold |
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|
2022
Q1 | $356K | Hold |
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|
2021
Q4 | $389K | Hold |
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|
2021
Q3 | $352K | Hold |
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|
2021
Q2 | $347K | Hold |
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|
2021
Q1 | $309K | Hold |
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|
2020
Q4 | $305K | Hold |
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|
2020
Q3 | $274K | Hold |
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|
2020
Q2 | $241K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $221K | Buy |
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