Diversified Investment Strategies’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
$338K Sell
2025
Q1
$326K Sell
2024
Q4
$410K Sell
2024
Q3
$389K Sell
2024
Q2
$382K Buy
2024
Q1
$330K Sell
2023
Q4
$313K Sell
2023
Q3
$289K Hold
2023
Q2
$298K Sell
2023
Q1
$272K Buy