Chesapeake Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $5.56M | Buy |
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|
2025
Q2 | $5.05M | Sell |
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|
2025
Q1 | $4.37M | Buy |
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|
2024
Q4 | $4.81M | Buy |
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|
2024
Q3 | $4.45M | Buy |
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|
2024
Q2 | $4.26M | Buy |
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|
2024
Q1 | $3.8M | Buy |
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|
2023
Q4 | $3.24M | Buy |
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|
2023
Q3 | $2.67M | Buy |
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|
2023
Q2 | $2.66M | Buy |
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|
2023
Q1 | $2.25M | Buy |
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|
2022
Q4 | $1.88M | Buy |
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|
2022
Q3 | $1.87M | Sell |
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|
2022
Q2 | $2.29M | Sell |
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|
2022
Q1 | $3.21M | Buy |
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|
2021
Q4 | $3.32M | Sell |
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|
2021
Q3 | $3.07M | Buy |
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|
2021
Q2 | $3.01M | Buy |
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|
2021
Q1 | $2.57M | Buy |
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|
2020
Q4 | $2.41M | Buy |
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|
2020
Q3 | $2.15M | Buy |
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|
2020
Q2 | $1.77M | Buy |
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|
2020
Q1 | $1.35M | Buy |
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|
2019
Q4 | $1.06M | Buy |
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|
2019
Q3 | $674K | Buy |
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|
2019
Q2 | $491K | Buy |
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|
2019
Q1 | $307K | Buy |
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|
2018
Q4 | $206K | Sell |
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|
2018
Q3 | $256K | Sell |
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|
2018
Q2 | $240K | Sell |
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|
2018
Q1 | $254K | Buy |
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