Ferguson Wellman Capital 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
Q3 | $830K | Hold |
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|
2025
Q2 | $760K | Hold |
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|
2025
Q1 | $651K | Sell |
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|
2024
Q4 | $821K | Sell |
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|
2024
Q3 | $769K | Hold |
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|
2024
Q2 | $745K | Sell |
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|
2024
Q1 | $1.05M | Buy |
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|
2023
Q4 | $613K | Hold |
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|
2023
Q3 | $537K | Hold |
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|
2023
Q2 | $554K | Hold |
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|
2023
Q1 | $481K | Hold |
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|
2022
Q4 | $410K | Hold |
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|
2022
Q3 | $412K | Buy |
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|
2022
Q2 | $220K | Hold |
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|
2022
Q1 | $283K | Buy |
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|
2021
Q4 | $296K | Buy |
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