Dakota Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.46M | Sell |
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|
2025
Q1 | $5.16M | Sell |
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|
2024
Q4 | $5.83M | Sell |
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|
2024
Q3 | $5.51M | Sell |
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|
2024
Q2 | $5.56M | Buy |
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|
2024
Q1 | $4.02M | Buy |
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|
2023
Q4 | $3.39M | Buy |
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|
2023
Q3 | $2.78M | Buy |
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|
2023
Q2 | $2.75M | Buy |
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|
2023
Q1 | $579K | Buy |
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|
2022
Q4 | $443K | Buy |
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|
2022
Q3 | $434K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $215K | Buy |
|