Evensky & Katz’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 | – | Sell |
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|
2025
Q1 | $563K | Hold |
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|
2024
Q4 | $627K | Sell |
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|
2024
Q3 | $586K | Hold |
|
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|
2024
Q2 | $567K | Hold |
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|
2024
Q1 | $521K | Sell |
|
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|
2023
Q4 | $472K | Hold |
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|
2023
Q3 | $414K | Sell |
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|
2023
Q2 | $428K | Sell |
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|
2023
Q1 | $421K | Buy |
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|
2022
Q4 | $317K | Hold |
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|
2022
Q3 | $319K | Hold |
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|
2022
Q2 | $331K | Hold |
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|
2022
Q1 | $427K | Sell |
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|
2021
Q4 | $469K | Hold |
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|
2021
Q3 | $424K | Hold |
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|
2021
Q2 | $418K | Hold |
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|
2021
Q1 | $372K | Hold |
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|
2020
Q4 | $368K | Hold |
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|
2020
Q3 | $330K | Hold |
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|
2020
Q2 | $291K | Hold |
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|
2020
Q1 | $228K | Sell |
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|
2019
Q4 | $331K | Sell |
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|
2019
Q3 | $311K | Buy |
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|
2019
Q2 | $308K | Sell |
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|
2019
Q1 | $295K | Buy |
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|
2018
Q4 | $255K | Buy |
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|
2018
Q3 | $303K | Buy |
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|
2018
Q2 | $280K | Hold |
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|
2018
Q1 | $265K | Sell |
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|
2017
Q4 | $332K | Buy |
|
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|
2017
Q3 | $279K | Sell |
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|
2017
Q2 | $271K | Sell |
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|
2017
Q1 | $266K | Sell |
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|
2016
Q4 | $298K | Buy |
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|
2016
Q3 | $296K | Sell |
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|
2016
Q2 | $439K | Sell |
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|
2016
Q1 | $616K | Sell |
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|
2015
Q4 | $728K | Sell |
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|
2015
Q3 | $692K | Sell |
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|
2015
Q2 | $770K | Sell |
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|
2015
Q1 | $784K | Sell |
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|
2014
Q4 | $754K | Buy |
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|
2014
Q3 | $666K | Buy |
|