Cooper/Haims Advisors’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 | $2.18M | Sell |
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|
2025
Q1 | $1.87M | Buy |
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|
2024
Q4 | $2.09M | Buy |
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|
2024
Q3 | $1.95M | Buy |
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|
2024
Q2 | $1.89M | Hold |
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|
2024
Q1 | $1.73M | Sell |
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|
2023
Q4 | $1.62M | Buy |
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|
2023
Q3 | $1.42M | Sell |
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|
2023
Q2 | $1.52M | Sell |
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|
2023
Q1 | $1.34M | Buy |
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|
2022
Q4 | $1.14M | Sell |
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|
2022
Q3 | $1.31M | Sell |
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|
2022
Q2 | $1.43M | Sell |
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|
2022
Q1 | $2.14M | Sell |
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|
2021
Q4 | $2.65M | Sell |
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|
2021
Q3 | $2.47M | Sell |
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|
2021
Q2 | $2.47M | Sell |
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|
2021
Q1 | $2.2M | Sell |
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|
2020
Q4 | $2.3M | Sell |
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|
2020
Q3 | $2.1M | Sell |
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|
2020
Q2 | $2.03M | Sell |
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|
2020
Q1 | $1.68M | Sell |
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|
2019
Q4 | $2.24M | Sell |
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|
2019
Q3 | $2.16M | Sell |
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|
2019
Q2 | $2.33M | Sell |
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|
2019
Q1 | $3.12M | Sell |
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|
2018
Q4 | $4.02M | Sell |
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|
2018
Q3 | $6.36M | Sell |
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|
2018
Q2 | $8.07M | Buy |
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|
2018
Q1 | $6.91M | Buy |
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|
2017
Q4 | $5.22M | Buy |
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