Claro 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
Q2 | $6.77M | Sell |
|
|||||
|
2025
Q1 | $8.31M | Buy |
|
|||||
|
2024
Q4 | $9.04M | Sell |
|
|||||
|
2024
Q3 | $11.4M | Buy |
|
|||||
|
2024
Q2 | $10.8M | Sell |
|
|||||
|
2024
Q1 | $11.6M | Sell |
|
|||||
|
2023
Q4 | $12.8M | Buy |
|
|||||
|
2023
Q3 | $8.84M | Buy |
|
|||||
|
2023
Q2 | $8.33M | Buy |
|
|||||
|
2023
Q1 | $3.22M | Buy |
|
|||||
|
2022
Q4 | $1.41M | Buy |
|