Compass Advisory Group’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 | $5.7M | Buy |
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|
2025
Q1 | $4.8M | Buy |
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|
2024
Q4 | $4.76M | Sell |
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|
2024
Q3 | $4.56M | Buy |
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|
2024
Q2 | $3.84M | Sell |
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|
2024
Q1 | $3.92M | Sell |
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|
2023
Q4 | $3.63M | Sell |
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|
2023
Q3 | $10.3M | Sell |
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|
2023
Q2 | $13.9M | Buy |
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|
2023
Q1 | $11.9M | Buy |
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|
2022
Q4 | $9.83M | Buy |
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|
2022
Q3 | $8.21M | Sell |
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|
2022
Q2 | $10.6M | Buy |
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|
2022
Q1 | $1.12M | Buy |
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|
2021
Q4 | $1.15M | Buy |
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|
2021
Q3 | $1.04M | Buy |
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|
2021
Q2 | $1.03M | Buy |
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|
2021
Q1 | $912K | Buy |
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|
2020
Q4 | $902K | Buy |
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