Essex LLC’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 | $908K | Sell |
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|
2025
Q1 | $815K | Sell |
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|
2024
Q4 | $914K | Sell |
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|
2024
Q3 | $870K | Sell |
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|
2024
Q2 | $872K | Sell |
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|
2024
Q1 | $803K | Sell |
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|
2023
Q4 | $754K | Sell |
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|
2023
Q3 | $689K | Sell |
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|
2023
Q2 | $717K | Sell |
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|
2023
Q1 | $675K | Hold |
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|
2022
Q4 | $675K | Sell |
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|
2022
Q3 | $694K | Sell |
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|
2022
Q2 | $722K | Sell |
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|
2022
Q1 | $942K | Sell |
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|
2021
Q4 | $1.05M | Buy |
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|
2021
Q3 | $921K | Buy |
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