Creative Planning’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 | $54.7M | Sell |
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|
2025
Q1 | $47.1M | Buy |
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|
2024
Q4 | $50.9M | Sell |
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|
2024
Q3 | $48M | Sell |
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|
2024
Q2 | $47.7M | Buy |
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|
2024
Q1 | $43M | Sell |
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|
2023
Q4 | $41.8M | Sell |
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|
2023
Q3 | $40.3M | Buy |
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|
2023
Q2 | $35.1M | Sell |
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|
2023
Q1 | $31.2M | Sell |
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|
2022
Q4 | $34M | Buy |
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|
2022
Q3 | $22M | Buy |
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|
2022
Q2 | $22.8M | Buy |
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|
2022
Q1 | $27.9M | Buy |
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|
2021
Q4 | $20.7M | Sell |
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|
2021
Q3 | $20.3M | Sell |
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|
2021
Q2 | $21.7M | Buy |
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|
2021
Q1 | $10.7M | Sell |
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|
2020
Q4 | $11M | Buy |
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|
2020
Q3 | $9.33M | Buy |
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|
2020
Q2 | $3.15M | Buy |
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|
2020
Q1 | $2.32M | Buy |
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|
2019
Q4 | $2.42M | Buy |
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|
2019
Q3 | $2.01M | Buy |
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|
2019
Q2 | $1.85M | Sell |
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|
2019
Q1 | $1.85M | Buy |
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|
2018
Q4 | $1.43M | Buy |
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|
2018
Q3 | $1.49M | Buy |
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|
2018
Q2 | $1.08M | Buy |
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|
2018
Q1 | $969K | Buy |
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|
2017
Q4 | $829K | Sell |
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|
2017
Q3 | $778K | Buy |
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|
2017
Q2 | $702K | Buy |
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|
2017
Q1 | $626K | Buy |
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|
2016
Q4 | $414K | Buy |
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|
2016
Q3 | $384K | Buy |
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|
2016
Q2 | $343K | Sell |
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|
2016
Q1 | $350K | Sell |
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|
2015
Q4 | $356K | Sell |
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|
2015
Q3 | $339K | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $288K | Sell |
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|
2014
Q4 | $350K | Buy |
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|
2014
Q3 | $254K | Buy |
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|
2014
Q2 | $189K | Hold |
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|
2014
Q1 | $180K | Hold |
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|
2013
Q4 | $177K | Buy |
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