Financial Advisors’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 | $89M | Sell |
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|
2025
Q1 | $77.7M | Sell |
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|
2024
Q4 | $88.8M | Sell |
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|
2024
Q3 | $86.3M | Sell |
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|
2024
Q2 | $85.5M | Sell |
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|
2024
Q1 | $80.7M | Sell |
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|
2023
Q4 | $75M | Sell |
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|
2023
Q3 | $67.1M | Sell |
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|
2023
Q2 | $71.2M | Buy |
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|
2023
Q1 | $61.7M | Buy |
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|
2022
Q4 | $49.9M | Buy |
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|
2022
Q3 | $32.7M | Buy |
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|
2022
Q2 | $30.5M | Buy |
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|
2022
Q1 | $34.9M | Buy |
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|
2021
Q4 | $34.7M | Buy |
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|
2021
Q3 | $26.5M | Buy |
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|
2021
Q2 | $21.3M | Buy |
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|
2021
Q1 | $12.1M | Buy |
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|
2020
Q4 | $5.96M | Buy |
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|
2020
Q3 | $841K | Buy |
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|
2020
Q2 | $727K | Sell |
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|
2020
Q1 | $733K | Buy |
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|
2019
Q4 | $824K | Buy |
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|
2019
Q3 | $728K | Buy |
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|
2019
Q2 | $711K | Buy |
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|
2019
Q1 | $675K | Buy |
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|
2018
Q4 | $559K | Buy |
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