Financial Life 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
Q3 | $1.08M | Hold |
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|
2025
Q2 | $989K | Sell |
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|
2025
Q1 | $848K | Sell |
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|
2024
Q4 | $947K | Sell |
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|
2024
Q3 | $885K | Sell |
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|
2024
Q2 | $857K | Sell |
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|
2024
Q1 | $789K | Sell |
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|
2023
Q4 | $706K | Sell |
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|
2023
Q3 | $625K | Sell |
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|
2023
Q2 | $650K | Sell |
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|
2023
Q1 | $572K | Sell |
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|
2022
Q4 | $496K | Sell |
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|
2022
Q3 | $506K | Buy |
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|
2022
Q2 | $519K | Hold |
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|
2022
Q1 | $669K | Sell |
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|
2021
Q4 | $757K | Sell |
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|
2021
Q3 | $685K | Sell |
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|
2021
Q2 | $697K | Sell |
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|
2021
Q1 | $647K | Sell |
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|
2020
Q4 | $686K | Sell |
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|
2020
Q3 | $618K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $586K | Sell |
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|
2019
Q3 | $532K | Sell |
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|
2019
Q2 | $538K | Sell |
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|
2019
Q1 | $542K | Buy |
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|
2018
Q4 | $339K | Sell |
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|
2018
Q3 | $421K | Sell |
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|
2018
Q2 | $407K | Sell |
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|
2018
Q1 | $398K | Sell |
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|
2017
Q4 | $410K | Buy |
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