Curi RMB Capital’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 | $3.4M | Buy |
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|
2025
Q1 | $2.62M | Sell |
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|
2024
Q4 | $3.33M | Sell |
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|
2024
Q3 | $3.21M | Sell |
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|
2024
Q2 | $3.15M | Sell |
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|
2024
Q1 | $2.94M | Buy |
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|
2023
Q4 | $339K | Buy |
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|
2023
Q3 | $261K | Hold |
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|
2023
Q2 | $269K | Hold |
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|
2023
Q1 | $234K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $200K | Hold |
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|
2022
Q2 | $208K | Buy |
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|
2022
Q1 | $243K | Sell |
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|
2021
Q4 | $296K | Hold |
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|
2021
Q3 | $268K | Hold |
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|
2021
Q2 | $264K | Hold |
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|
2021
Q1 | $235K | Sell |
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|
2020
Q4 | $306K | Hold |
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|
2020
Q3 | $275K | Buy |
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