Donaldson Capital 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 | $16.9M | Buy |
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|
2025
Q1 | $12.1M | Buy |
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|
2024
Q4 | $12.9M | Buy |
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|
2024
Q3 | $5.95M | Buy |
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|
2024
Q2 | $5.73M | Buy |
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|
2024
Q1 | $4.37M | Buy |
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|
2023
Q4 | $3.42M | Buy |
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|
2023
Q3 | $2.78M | Buy |
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|
2023
Q2 | $651K | Buy |
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|
2023
Q1 | $506K | Buy |
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|
2022
Q4 | $325K | Hold |
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|
2022
Q3 | $326K | Hold |
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|
2022
Q2 | $339K | Hold |
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|
2022
Q1 | $437K | Sell |
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|
2021
Q4 | $485K | Buy |
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|
2021
Q3 | $426K | Hold |
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|
2021
Q2 | $420K | Sell |
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|
2021
Q1 | $379K | Hold |
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|
2020
Q4 | $375K | Hold |
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|
2020
Q3 | $337K | Hold |
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|
2020
Q2 | $297K | Hold |
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|
2020
Q1 | $233K | Buy |
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