D.B. Root & Company’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 | $6.42M | Sell |
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|
2025
Q1 | $6.04M | Buy |
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|
2024
Q4 | $6.45M | Buy |
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|
2024
Q3 | $5.66M | Buy |
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|
2024
Q2 | $4.88M | Buy |
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|
2024
Q1 | $3.33M | Buy |
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|
2023
Q4 | $2.25M | Buy |
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|
2023
Q3 | $613K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $203K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $233K | Sell |
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|
2018
Q2 | $333K | Sell |
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|
2018
Q1 | $496K | Buy |
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|
2017
Q4 | $279K | Buy |
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