Collective Family Office’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 | $234K | Hold |
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|
2025
Q2 | $214K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $240K | Sell |
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|
2023
Q3 | $374K | Buy |
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|
2023
Q2 | $281K | Buy |
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|
2023
Q1 | $243K | Sell |
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|
2022
Q4 | $229K | Sell |
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|
2022
Q3 | $512K | Buy |
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|
2022
Q2 | $365K | Sell |
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|
2022
Q1 | $665K | Sell |
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|
2021
Q4 | $1.54M | Sell |
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|
2021
Q3 | $2.08M | Sell |
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|
2021
Q2 | $2.71M | Sell |
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|
2021
Q1 | $3.95M | Sell |
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|
2020
Q4 | $7.64M | Buy |
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