Compass Financial Group (South Dakota)’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 | $7.01M | Buy |
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|
2025
Q1 | $5.36M | Buy |
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|
2024
Q4 | $5.55M | Buy |
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|
2024
Q3 | $4.77M | Buy |
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|
2024
Q2 | $4.14M | Buy |
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|
2024
Q1 | $3.05M | Buy |
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|
2023
Q4 | $2.08M | Buy |
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|
2023
Q3 | $1.26M | Buy |
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|
2023
Q2 | $806K | Buy |
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|
2023
Q1 | $478K | Buy |
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|
2022
Q4 | $242K | Buy |
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