Clear Investment Research’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 | $818K | Sell |
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|
2025
Q1 | $712K | Buy |
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|
2024
Q4 | $789K | Sell |
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|
2024
Q3 | $746K | Hold |
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|
2024
Q2 | $722K | Sell |
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|
2024
Q1 | $669K | Sell |
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|
2023
Q4 | $601K | Sell |
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|
2023
Q3 | $540K | Buy |
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|
2023
Q2 | $554K | Buy |
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|
2023
Q1 | $429K | Hold |
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|
2022
Q4 | $366K | Buy |
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|
2022
Q3 | $364K | Hold |
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|
2022
Q2 | $378K | Buy |
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|
2022
Q1 | $487K | Buy |
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|
2021
Q4 | $526K | Sell |
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|
2021
Q3 | $476K | Buy |
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|
2021
Q2 | $456K | Buy |
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|
2021
Q1 | $403K | Hold |
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|
2020
Q4 | $398K | Hold |
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|
2020
Q3 | $357K | Buy |
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|
2020
Q2 | $281K | Buy |
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|
2020
Q1 | $208K | Hold |
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|
2019
Q4 | $243K | Hold |
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|
2019
Q3 | $220K | Hold |
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|
2019
Q2 | $218K | Sell |
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|
2019
Q1 | $225K | Buy |
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|
2018
Q4 | $189K | Sell |
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|
2018
Q3 | $246K | Sell |
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|
2018
Q2 | $265K | Hold |
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|
2018
Q1 | $265K | Sell |
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|
2017
Q4 | $263K | Hold |
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|
2017
Q3 | $246K | Hold |
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|
2017
Q2 | $235K | Buy |
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