DHJJ Financial Advisors’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
Q3 | $10.7M | Sell |
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|
2025
Q2 | $9.85M | Sell |
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|
2025
Q1 | $8.51M | Sell |
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|
2024
Q4 | $9.65M | Sell |
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|
2024
Q3 | $9.07M | Buy |
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|
2024
Q2 | $8.7M | Buy |
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|
2024
Q1 | $7.9M | Buy |
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|
2023
Q4 | $6.84M | Sell |
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|
2023
Q3 | $6.02M | Sell |
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|
2023
Q2 | $6.44M | Sell |
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|
2023
Q1 | $5.61M | Sell |
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|
2022
Q4 | $4.86M | Sell |
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|
2022
Q3 | $5.34M | Buy |
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|
2022
Q2 | $5.55M | Buy |
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|
2022
Q1 | $6.9M | Buy |
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|
2021
Q4 | $7.45M | Buy |
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|
2021
Q3 | $6.71M | Buy |
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|
2021
Q2 | $6.56M | Buy |
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|
2021
Q1 | $5.8M | Buy |
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|
2020
Q4 | $5.66M | Buy |
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