Financial Services Advisory’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 | $4.02M | Sell |
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2025
Q1 | $3.46M | Sell |
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2024
Q4 | $4.1M | Buy |
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2024
Q3 | $3.81M | Sell |
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2024
Q2 | $24M | Buy |
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2024
Q1 | $7.65M | Sell |
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2023
Q4 | $6.96M | Sell |
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2023
Q3 | $6.17M | Sell |
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2023
Q2 | $6.42M | Buy |
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2023
Q1 | $3.02M | Buy |
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2022
Q1 | – | Sell |
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2021
Q4 | $17.1M | Buy |
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2021
Q3 | $15.2M | Buy |
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2020
Q3 | – | Sell |
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2020
Q2 | $5.65M | Buy |
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2020
Q1 | – | Sell |
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2019
Q4 | $4.06M | Sell |
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2019
Q3 | $4.16M | Sell |
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2019
Q2 | $8.21M | Buy |
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2019
Q1 | $4.14M | Buy |
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2018
Q4 | – | Sell |
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2018
Q3 | $4.98M | Buy |
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2018
Q2 | $4.53M | Buy |
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