Curtis Advisory Group’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 | $34.5M | Buy |
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|
2025
Q1 | $29.4M | Sell |
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|
2024
Q4 | $34.7M | Buy |
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|
2024
Q3 | $29.9M | Buy |
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|
2024
Q2 | $28.9M | Buy |
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|
2024
Q1 | $26.6M | Sell |
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|
2023
Q4 | $23.8M | Buy |
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|
2023
Q3 | $16.5M | Sell |
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|
2023
Q2 | $17.3M | Sell |
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|
2023
Q1 | $15.1M | Buy |
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|
2022
Q4 | $12.6M | Buy |
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|
2022
Q3 | $12.4M | Buy |
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|
2022
Q2 | $12.9M | Buy |
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|
2022
Q1 | $15.9M | Buy |
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|
2021
Q4 | $15.1M | Buy |
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|
2021
Q3 | $13M | Buy |
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|
2021
Q2 | $10.5M | Buy |
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|
2021
Q1 | $8.27M | Buy |
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|
2020
Q4 | $7.74M | Buy |
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|
2020
Q3 | $6.8M | Sell |
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|
2020
Q2 | $6.11M | Sell |
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|
2020
Q1 | $4.92M | Sell |
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|
2019
Q4 | $6.06M | Buy |
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