Everett Harris & Co’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 | $845K | Hold |
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|
2025
Q1 | $725K | Buy |
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|
2024
Q4 | $788K | Buy |
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|
2024
Q3 | $666K | Buy |
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|
2024
Q2 | $638K | Buy |
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|
2024
Q1 | $459K | Buy |
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|
2023
Q4 | $360K | Buy |
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|
2023
Q3 | $291K | Buy |
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|
2023
Q2 | $224K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $213K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $270K | Hold |
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|
2020
Q3 | $242K | Hold |
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|
2020
Q2 | $214K | Buy |
|