Evercore Wealth 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 | $1.08M | Hold |
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|
2025
Q1 | $929K | Hold |
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|
2024
Q4 | $1.03M | Sell |
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|
2024
Q3 | $1.03M | Sell |
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|
2024
Q2 | $3.05M | Hold |
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|
2024
Q1 | $2.81M | Sell |
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|
2023
Q4 | $2.52M | Hold |
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|
2023
Q3 | $2.21M | Hold |
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|
2023
Q2 | $2.28M | Hold |
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|
2023
Q1 | $1.98M | Sell |
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|
2022
Q4 | $1.69M | Sell |
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|
2022
Q3 | $1.7M | Sell |
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|
2022
Q2 | $1.79M | Hold |
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|
2022
Q1 | $2.31M | Hold |
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|
2021
Q4 | $2.53M | Sell |
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|
2021
Q3 | $2.34M | Sell |
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|
2021
Q2 | $2.33M | Sell |
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|
2021
Q1 | $2.13M | Buy |
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|
2020
Q4 | $1.97M | Hold |
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|
2020
Q3 | $1.77M | Sell |
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|
2020
Q2 | $1.69M | Hold |
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|
2020
Q1 | $1.32M | Sell |
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|
2019
Q4 | $1.62M | Buy |
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