Costello Asset 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $750K | Buy |
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|
2025
Q1 | $631K | Buy |
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|
2024
Q4 | $7.13K | Hold |
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|
2024
Q3 | $6.67K | Hold |
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|
2024
Q2 | $6.45K | Hold |
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|
2024
Q1 | $5.93K | Hold |
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|
2023
Q4 | $5.31K | Hold |
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|
2023
Q3 | $4.65K | Hold |
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|
2023
Q2 | $4.8K | Hold |
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|
2023
Q1 | $4.17K | Hold |
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|
2022
Q4 | $3.56K | Hold |
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|
2022
Q3 | $4K | Hold |
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|
2022
Q2 | $4K | Hold |
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|
2022
Q1 | $5K | Hold |
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|
2021
Q4 | $5K | Hold |
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|
2021
Q3 | $5K | Hold |
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|
2021
Q2 | $5K | Sell |
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|
2021
Q1 | $8K | Hold |
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|
2020
Q4 | $8K | Hold |
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|
2020
Q3 | $7K | Hold |
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|
2020
Q2 | $6K | Buy |
|