Destination 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 | $1.39M | Sell |
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|
2025
Q1 | $1.23M | Sell |
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|
2024
Q4 | $1.42M | Sell |
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|
2024
Q3 | $1.38M | Sell |
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|
2024
Q2 | $1.38M | Buy |
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|
2024
Q1 | $1.24M | Buy |
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|
2023
Q4 | $671K | Buy |
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|
2023
Q3 | $487K | Sell |
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|
2023
Q2 | $527K | Sell |
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|
2023
Q1 | $459K | Sell |
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|
2022
Q4 | $444K | Sell |
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|
2022
Q3 | $618K | Buy |
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|
2022
Q2 | $412K | Buy |
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|
2022
Q1 | $462K | Sell |
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|
2021
Q4 | $533K | Sell |
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|
2021
Q3 | $510K | Buy |
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|
2021
Q2 | $495K | Sell |
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|
2021
Q1 | $478K | Buy |
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|
2020
Q4 | $447K | Sell |
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|
2020
Q3 | $411K | Sell |
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|
2020
Q2 | $374K | Sell |
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|
2020
Q1 | $328K | Sell |
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|
2019
Q4 | $404K | Sell |
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|
2019
Q3 | $367K | Sell |
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|
2019
Q2 | $423K | Sell |
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|
2019
Q1 | $426K | Buy |
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|
2018
Q4 | $326K | Sell |
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|
2018
Q3 | $453K | Sell |
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|
2018
Q2 | $430K | Sell |
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|
2018
Q1 | $4.26M | Buy |
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|
2017
Q4 | $470K | Buy |
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|
2017
Q3 | $437K | Sell |
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|
2017
Q2 | $513K | Sell |
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|
2017
Q1 | $515K | Buy |
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|
2016
Q4 | $433K | Sell |
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|
2016
Q3 | $444K | Buy |
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|
2016
Q2 | $410K | Sell |
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|
2016
Q1 | $433K | Hold |
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|
2015
Q4 | $433K | Buy |
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|
2015
Q3 | $403K | Sell |
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|
2015
Q2 | $574K | Buy |
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|
2015
Q1 | $419K | Sell |
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|
2014
Q4 | $424K | Sell |
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|
2014
Q3 | $1.89M | Buy |
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|
2014
Q2 | $866K | Sell |
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|
2014
Q1 | $988K | Buy |
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|
2013
Q4 | $347K | Buy |
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|
2013
Q3 | $315K | Sell |
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|
2013
Q2 | $304K | Buy |
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