Cozad 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 | $1.07M | Hold |
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|
2025
Q1 | $921K | Hold |
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|
2024
Q4 | $1.03M | Sell |
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|
2024
Q3 | $1.02M | Sell |
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|
2024
Q2 | $1.19M | Hold |
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|
2024
Q1 | $1.1M | Buy |
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|
2023
Q4 | $965K | Sell |
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|
2023
Q3 | $857K | Hold |
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|
2023
Q2 | $883K | Hold |
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|
2023
Q1 | $768K | Hold |
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|
2022
Q4 | $655K | Hold |
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|
2022
Q3 | $658K | Hold |
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|
2022
Q2 | $683K | Buy |
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|
2022
Q1 | $826K | Buy |
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|
2021
Q4 | $821K | Buy |
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|
2021
Q3 | $710K | Hold |
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|
2021
Q2 | $700K | Buy |
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|
2021
Q1 | $606K | Hold |
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|
2020
Q4 | $600K | Hold |
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|
2020
Q3 | $538K | Buy |
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|
2020
Q2 | $284K | Buy |
|