D.L. Carlson Investment 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 | $489K | Buy |
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|
2025
Q1 | $370K | Sell |
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|
2024
Q4 | $472K | Sell |
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|
2024
Q3 | $665K | Buy |
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|
2024
Q2 | $517K | Sell |
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|
2024
Q1 | $513K | Sell |
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|
2023
Q4 | $565K | Sell |
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|
2023
Q3 | $551K | Sell |
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|
2023
Q2 | $578K | Buy |
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|
2023
Q1 | $457K | Sell |
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|
2022
Q4 | $464K | Sell |
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|
2022
Q3 | $790K | Sell |
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|
2022
Q2 | $939K | Sell |
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|
2022
Q1 | $1.42M | Sell |
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|
2021
Q4 | $1.71M | Sell |
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|
2021
Q3 | $1.6M | Buy |
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|
2021
Q2 | $1.49M | Sell |
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|
2021
Q1 | $1.42M | Sell |
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|
2020
Q4 | $1.68M | Buy |
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|
2020
Q3 | $1.43M | Buy |
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|
2020
Q2 | $1.07M | Buy |
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|
2020
Q1 | $233K | Sell |
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|
2019
Q4 | $283K | Sell |
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|
2019
Q3 | $266K | Sell |
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|
2019
Q2 | $290K | Sell |
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|
2019
Q1 | $285K | Sell |
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|
2018
Q4 | $269K | Buy |
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|
2018
Q3 | $220K | Sell |
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|
2018
Q2 | $208K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $200K | Buy |
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|
2017
Q1 | – | Sell |
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|
2016
Q4 | $747K | Buy |
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|
2016
Q3 | $317K | Buy |
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