Clifford Swan Investment Counsel’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 | $738K | Hold |
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|
2025
Q1 | $633K | Hold |
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|
2024
Q4 | $704K | Sell |
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|
2024
Q3 | $758K | Hold |
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|
2024
Q2 | $734K | Sell |
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|
2024
Q1 | $679K | Hold |
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|
2023
Q4 | $608K | Sell |
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|
2023
Q3 | $537K | Sell |
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|
2023
Q2 | $558K | Buy |
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|
2023
Q1 | $472K | Hold |
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|
2022
Q4 | $402K | Hold |
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|
2022
Q3 | $404K | Sell |
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|
2022
Q2 | $421K | Hold |
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|
2022
Q1 | $544K | Buy |
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|
2021
Q4 | $588K | Buy |
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|
2021
Q3 | $555K | Hold |
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|
2021
Q2 | $522K | Sell |
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|
2021
Q1 | $475K | Hold |
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|
2020
Q4 | $470K | Hold |
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|
2020
Q3 | $422K | Hold |
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|
2020
Q2 | $372K | Hold |
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|
2020
Q1 | $292K | Hold |
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|
2019
Q4 | $340K | Hold |
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|
2019
Q3 | $307K | Hold |
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|
2019
Q2 | $305K | Hold |
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|
2019
Q1 | $291K | Hold |
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|
2018
Q4 | $252K | Buy |
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|
2018
Q3 | $259K | Sell |
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|
2018
Q2 | $314K | Buy |
|