Cornerstone Wealth 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
Q3 | $53.1M | Sell |
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|
2025
Q2 | $51M | Buy |
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|
2025
Q1 | $43.6M | Buy |
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|
2024
Q4 | $47.6M | Sell |
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|
2024
Q3 | $46M | Sell |
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|
2024
Q2 | $44.6M | Sell |
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|
2024
Q1 | $41.6M | Sell |
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|
2023
Q4 | $37.5M | Buy |
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|
2023
Q3 | $32.5M | Sell |
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|
2023
Q2 | $33.8M | Sell |
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|
2023
Q1 | $29.5M | Buy |
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|
2022
Q4 | $23.5M | Buy |
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|
2022
Q3 | $22.6M | Buy |
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|
2022
Q2 | $22.7M | Buy |
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|
2022
Q1 | $27.7M | Sell |
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|
2021
Q4 | $30.6M | Sell |
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|
2021
Q3 | $27.9M | Sell |
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|
2021
Q2 | $28M | Buy |
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|
2021
Q1 | $23.7M | Buy |
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