Concourse Financial Group Securities’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
Q1 | – | Sell |
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|
2024
Q4 | $18.4M | Sell |
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2024
Q3 | $18.1M | Sell |
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|
2024
Q2 | $18.3M | Sell |
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|
2024
Q1 | $17.7M | Sell |
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|
2023
Q4 | $16.5M | Buy |
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|
2023
Q3 | $11.1M | Sell |
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|
2023
Q2 | $11.8M | Sell |
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|
2023
Q1 | $12.7M | Buy |
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|
2022
Q4 | $10.7M | Buy |
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|
2022
Q3 | $9.89M | Buy |
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|
2022
Q2 | $7.46M | Buy |
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|
2022
Q1 | $6.49M | Buy |
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|
2021
Q4 | $6M | Buy |
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|
2021
Q3 | $4.4M | Buy |
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|
2021
Q2 | $4.16M | Buy |
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|
2021
Q1 | $3.49M | Buy |
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|
2020
Q4 | $2.9M | Buy |
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|
2020
Q3 | $2.42M | Sell |
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|
2020
Q2 | $2.16M | Buy |
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|
2020
Q1 | $1.41M | Buy |
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|
2019
Q4 | $959K | Sell |
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|
2019
Q3 | $876K | Buy |
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|
2019
Q2 | $673K | Buy |
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|
2019
Q1 | $535K | Sell |
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|
2018
Q4 | $1.5M | Buy |
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|
2018
Q3 | $225K | Buy |
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