Everhart Financial Group’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 | $12.9M | Sell |
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|
2025
Q1 | $11.2M | Sell |
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|
2024
Q4 | $13M | Sell |
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|
2024
Q3 | $12.5M | Buy |
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|
2024
Q2 | $11.9M | Sell |
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|
2024
Q1 | $11M | Sell |
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|
2023
Q4 | $9.98M | Buy |
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|
2023
Q3 | $8.72M | Sell |
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|
2023
Q2 | $9.33M | Sell |
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|
2023
Q1 | $8.33M | Buy |
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|
2022
Q4 | $6.21M | Buy |
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|
2022
Q3 | $5.96M | Buy |
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|
2022
Q2 | $5.86M | Buy |
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|
2022
Q1 | $7.47M | Buy |
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|
2021
Q4 | $7.96M | Sell |
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|
2021
Q3 | $7.21M | Sell |
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|
2021
Q2 | $7.51M | Sell |
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|
2021
Q1 | $7.13M | Sell |
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|
2020
Q4 | $7.28M | Buy |
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