Crestone 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
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|
2024
Q1 | $216K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $365K | Hold |
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|
2021
Q1 | $325K | Sell |
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|
2020
Q4 | $422K | Sell |
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|
2020
Q3 | $403K | Hold |
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|
2020
Q2 | $355K | Hold |
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|
2020
Q1 | $279K | Hold |
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|
2019
Q4 | $325K | Hold |
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|
2019
Q3 | $294K | Hold |
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|
2019
Q2 | $291K | Buy |
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