Continuum Advisory’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 | $780K | Buy |
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|
2025
Q2 | $660K | Buy |
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|
2025
Q1 | $417K | Buy |
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|
2024
Q4 | $265K | Sell |
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|
2024
Q3 | $221K | Buy |
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|
2024
Q2 | $229K | Sell |
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|
2024
Q1 | $220K | Sell |
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|
2023
Q4 | $1.84M | Sell |
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|
2023
Q3 | $1.69M | Sell |
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|
2023
Q2 | $1.86M | Buy |
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|
2023
Q1 | $1.61M | Sell |
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|
2022
Q4 | $1.57M | Sell |
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|
2022
Q3 | $1.61M | Sell |
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|
2022
Q2 | $1.82M | Sell |
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|
2022
Q1 | $2.1M | Sell |
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|
2021
Q4 | $3.78M | Buy |
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|
2021
Q3 | $3.37M | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $208K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $296K | Sell |
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|
2019
Q3 | $305K | Sell |
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|
2019
Q2 | $334K | Sell |
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|
2019
Q1 | $377K | Sell |
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|
2018
Q4 | $362K | Buy |
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|
2018
Q3 | $430K | Buy |
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|
2018
Q2 | $369K | Sell |
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|
2018
Q1 | $363K | Sell |
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|
2017
Q4 | $364K | Sell |
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|
2017
Q3 | $381K | Sell |
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|
2017
Q2 | $369K | Buy |
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|
2017
Q1 | $283K | Buy |
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