Element Wealth’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 | $741K | Sell |
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|
2025
Q2 | $827K | Hold |
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|
2025
Q1 | $709K | Hold |
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|
2024
Q4 | $789K | Hold |
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|
2024
Q3 | $737K | Hold |
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|
2024
Q2 | $714K | Hold |
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|
2024
Q1 | $656K | Hold |
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|
2023
Q4 | $587K | Hold |
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|
2023
Q3 | $515K | Sell |
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|
2023
Q2 | $555K | Buy |
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|
2023
Q1 | $466K | Hold |
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|
2022
Q4 | $398K | Hold |
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|
2022
Q3 | $399K | Hold |
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|
2022
Q2 | $415K | Hold |
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|
2022
Q1 | $535K | Sell |
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|
2021
Q4 | $612K | Hold |
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|
2021
Q3 | $553K | Hold |
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|
2021
Q2 | $545K | Hold |
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|
2021
Q1 | $485K | Sell |
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|
2020
Q4 | $1.65M | Sell |
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|
2020
Q3 | $2.71M | Sell |
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|
2020
Q2 | $2.63M | Buy |
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|
2020
Q1 | $2.04M | Buy |
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|
2019
Q4 | $2.13M | Buy |
|