Cornerstone Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $2.19M | Buy |
75,134
+19
| +0% | +$591 | 0.11% | 176 |
|
|
2025
Q4 | $2.45M | Buy |
75,115
+1,297
| +2% | +$42.2K | 0.13% | 157 |
|
|
2025
Q3 | $2.36M | Buy |
73,818
+1,917
| +3% | +$58.4K | 0.13% | 149 |
|
|
2025
Q2 | $2.1M | Sell |
71,901
-4,227
| -6% | -$112K | 0.13% | 151 |
|
|
2025
Q1 | $1.91M | Sell |
76,128
-1,490
| -2% | -$40.8K | 0.13% | 154 |
|
|
2024
Q4 | $2.16M | Buy |
77,618
+3,594
| +5% | +$98.3K | 0.15% | 142 |
|
|
2024
Q3 | $1.93M | Sell |
74,024
-1,076
| -1% | -$27.1K | 0.14% | 146 |
|
|
2024
Q2 | $1.89M | Sell |
75,100
-448
| -0.6% | -$10.6K | 0.15% | 141 |
|
|
2024
Q1 | $1.75M | Buy |
75,548
+5,976
| +9% | +$132K | 0.14% | 139 |
|
|
2023
Q4 | $1.44M | Buy |
69,572
+2,224
| +3% | +$43K | 0.12% | 151 |
|
|
2023
Q3 | $1.22M | Sell |
67,348
-3,280
| -5% | -$61.7K | 0.12% | 156 |
|
|
2023
Q2 | $1.32M | Sell |
70,628
-4,300
| -6% | -$73.7K | 0.12% | 154 |
|
|
2023
Q1 | $1.22M | Buy |
+74,928
| New | +$1.14M | 0.12% | 154 |
|
|
2022
Q3 | $1.06M | Sell |
76,000
-2,544
| -3% | -$39.9K | 0.12% | 151 |
|
|
2022
Q2 | $1.14M | Buy |
78,544
+5,068
| +7% | +$81K | 0.13% | 145 |
|
|
2022
Q1 | $1.37M | Sell |
73,476
-1,620
| -2% | -$29.5K | 0.13% | 140 |
|
|
2021
Q4 | $1.54M | Sell |
75,096
-23,984
| -24% | -$479K | 0.15% | 143 |
|
|
2021
Q3 | $1.83M | Sell |
99,080
-1,296
| -1% | -$24.7K | 0.2% | 113 |
|
|
2021
Q2 | $1.83M | Sell |
100,376
-3,704
| -4% | -$64.1K | 0.19% | 114 |
|
|
2021
Q1 | $1.69M | Sell |
104,080
-656
| -0.6% | -$10.7K | 0.2% | 111 |
|
|
2020
Q4 | $1.68M | Buy |
104,736
+11,800
| +13% | +$179K | 0.21% | 103 |
|
|
2020
Q3 | $1.34M | Buy |
92,936
+5,008
| +6% | +$69.8K | 0.2% | 102 |
|
|
2020
Q2 | $1.12M | Sell |
87,928
-1,912
| -2% | -$22.3K | 0.18% | 116 |
|
|
2020
Q1 | $894K | Sell |
89,840
-232
| -0.3% | -$2.65K | 0.17% | 114 |
|
|
2019
Q4 | $1.05M | Buy |
90,072
+9,080
| +11% | +$100K | 0.17% | 125 |
|
|
2019
Q3 | $851K | Buy |
80,992
+14,544
| +22% | +$153K | 0.15% | 141 |
|
|
2019
Q2 | $692K | Sell |
66,448
-8,824
| -12% | -$89.7K | 0.12% | 168 |
|
|
2019
Q1 | $933K | Buy |
75,272
+136
| +0.2% | +$1.29K | 0.11% | 192 |
|
|
2018
Q4 | $647K | Sell |
75,136
-1,487,328
| -95% | -$13.9M | 0.14% | 155 |
|
|
2018
Q3 | $2.92M | Sell |
1,562,464
-3,264,424
| -68% | -$32.5M | 0.04% | 397 |
|
|
2018
Q2 | $7.93M | Buy |
4,826,888
+4,767,152
| +7,980% | +$44.4M | 0.09% | 235 |
|
|
2018
Q1 | $522K | Buy |
59,736
+3,952
| +7% | +$36.4K | 0.1% | 205 |
|
|
2017
Q4 | $507K | Buy |
+55,784
| New | +$479K | 0.1% | 209 |
|
Other funds holding SCHG
MG
VIA