Destination Wealth Management’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Destination Wealth Management’s Portfolio SCHG Stock Details SCHG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$2M	Buy	68,570 +7,087	+12%	+$220K	0.05%	133
2025 Q4	$2.01M	Buy	61,483 +14,383	+31%	+$468K	0.05%	130
2025 Q3	$1.5M	Sell	47,100 -352	-0.7%	-$10.7K	0.04%	128
2025 Q2	$1.39M	Sell	47,452 -1,835	-4%	-$48.5K	0.04%	126
2025 Q1	$1.23M	Sell	49,287 -1,659	-3%	-$45.4K	0.04%	124
2024 Q4	$1.42M	Sell	50,946 -1,990	-4%	-$54.4K	0.04%	119
2024 Q3	$1.38M	Sell	52,936 -1,696	-3%	-$42.7K	0.04%	118
2024 Q2	$1.38M	Buy	54,632 +1,292	+2%	+$30.5K	0.05%	119
2024 Q1	$1.24M	Buy	53,340 +21,008	+65%	+$465K	0.04%	122
2023 Q4	$671K	Buy	32,332 +5,556	+21%	+$107K	0.02%	139
2023 Q3	$487K	Sell	26,776 -1,328	-5%	-$25K	0.02%	145
2023 Q2	$527K	Sell	28,104 -60	-0.2%	-$1.03K	0.02%	146
2023 Q1	$459K	Sell	28,164 -3,800	-12%	-$57.7K	0.02%	148
2022 Q4	$444K	Sell	31,964 -12,344	-28%	-$177K	0.02%	147
2022 Q3	$618K	Buy	44,308 +15,904	+56%	+$249K	0.03%	126
2022 Q2	$412K	Buy	28,404 +3,680	+15%	+$58.8K	0.02%	150
2022 Q1	$462K	Sell	24,724 -1,324	-5%	-$24.1K	0.02%	137
2021 Q4	$533K	Sell	26,048 -1,512	-5%	-$30.2K	0.02%	140
2021 Q3	$510K	Buy	27,560 +416	+2%	+$7.92K	0.02%	128
2021 Q2	$495K	Sell	27,144 -2,320	-8%	-$40.1K	0.02%	128
2021 Q1	$478K	Buy	29,464 +1,584	+6%	+$25.8K	0.02%	129
2020 Q4	$447K	Sell	27,880 -648	-2%	-$9.83K	0.02%	128
2020 Q3	$411K	Sell	28,528 -944	-3%	-$13.2K	0.02%	117
2020 Q2	$374K	Sell	29,472 -3,480	-11%	-$40.6K	0.02%	117
2020 Q1	$328K	Sell	32,952 -1,816	-5%	-$20.7K	0.02%	136
2019 Q4	$404K	Sell	34,768 -176	-0.5%	-$1.94K	0.02%	122
2019 Q3	$367K	Sell	34,944 -5,712	-14%	-$60.2K	0.02%	117
2019 Q2	$423K	Sell	40,656 -2,224	-5%	-$22.6K	0.02%	111
2019 Q1	$426K	Buy	42,880 +5,096	+13%	+$48.2K	0.02%	116
2018 Q4	$326K	Sell	37,784 -6,424	-15%	-$59.8K	0.02%	118
2018 Q3	$453K	Sell	44,208 -1,208	-3%	-$12K	0.03%	119
2018 Q2	$430K	Sell	45,416 -405,696	-90%	-$3.78M	0.03%	114
2018 Q1	$4.26M	Buy	451,112 +397,888	+748%	+$3.67M	0.26%	71
2017 Q4	$470K	Buy	53,224 +336	+0.6%	+$2.89K	0.03%	117
2017 Q3	$437K	Sell	52,888 -12,048	-19%	-$97.7K	0.03%	117
2017 Q2	$513K	Sell	64,936 -3,224	-5%	-$25.1K	0.03%	111
2017 Q1	$515K	Buy	68,160 +6,152	+10%	+$45.5K	0.04%	108
2016 Q4	$433K	Sell	62,008 -2,032	-3%	-$14.1K	0.03%	118
2016 Q3	$444K	Buy	64,040 +1,456	+2%	+$10K	0.03%	112
2016 Q2	$410K	Sell	62,584 -3,032	-5%	-$19.9K	0.03%	108
2016 Q1	$433K	Hold	65,616	–	–	0.04%	102
2015 Q4	$433K	Buy	65,616 +1,048	+2%	+$6.99K	0.04%	102
2015 Q3	$403K	Sell	64,568 -21,040	-25%	-$140K	0.04%	96
2015 Q2	$574K	Buy	85,608 +23,344	+37%	+$159K	0.04%	163
2015 Q1	$419K	Sell	62,264 -3,240	-5%	-$21.5K	0.05%	84
2014 Q4	$424K	Sell	65,504 -242,104	-79%	-$1.52M	0.04%	84
2014 Q3	$1.89M	Buy	307,608 +164,896	+116%	+$1.01M	0.2%	53
2014 Q2	$866K	Sell	142,712 -29,168	-17%	-$171K	0.09%	68
2014 Q1	$988K	Buy	171,880 +110,496	+180%	+$628K	0.11%	66
2013 Q4	$347K	Buy	61,384 +40	+0.1%	+$216	0.04%	90
2013 Q3	$315K	Sell	61,344 -2,528	-4%	-$12.8K	0.04%	84
2013 Q2	$304K	Buy	+63,872	New	+$306K	0.04%	85