CreativeOne Wealth’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 | $9.59M | Buy |
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|
2025
Q1 | $6.47M | Sell |
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|
2024
Q4 | $8.35M | Buy |
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|
2024
Q3 | $2.98M | Buy |
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|
2024
Q2 | $710K | Sell |
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|
2024
Q1 | $2.99M | Buy |
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|
2023
Q4 | $265K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $1.92M | Sell |
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|
2023
Q1 | $2.07M | Buy |
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|
2022
Q4 | $1.63M | Sell |
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|
2022
Q3 | $1.65M | Buy |
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|
2022
Q2 | $1.37M | Buy |
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|
2022
Q1 | $1.66M | Buy |
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|
2021
Q4 | $851K | Buy |
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|
2021
Q3 | $537K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $263K | Sell |
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|
2019
Q1 | $623K | Buy |
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