Financial Synergies Wealth 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 | $38.9M | Sell |
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|
2025
Q2 | $35.8M | Sell |
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|
2025
Q1 | $30.8M | Sell |
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|
2024
Q4 | $34.4M | Sell |
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|
2024
Q3 | $32.4M | Sell |
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|
2024
Q2 | $31.3M | Sell |
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|
2024
Q1 | $30.1M | Buy |
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|
2023
Q4 | $17.9M | Sell |
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|
2023
Q3 | $24.4M | Sell |
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|
2023
Q2 | $26.2M | Buy |
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|
2023
Q1 | $22.2M | Buy |
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|
2022
Q4 | $17.9M | Buy |
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|
2022
Q3 | $9.69M | Sell |
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|
2022
Q2 | $10.4M | Buy |
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|
2022
Q1 | $743K | Buy |
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|
2021
Q4 | $813K | Buy |
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|
2021
Q3 | $514K | Buy |
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|
2021
Q2 | $506K | Buy |
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|
2021
Q1 | $450K | Buy |
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|
2020
Q4 | $444K | Buy |
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|
2020
Q3 | $398K | Buy |
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|
2020
Q2 | $350K | Buy |
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|
2020
Q1 | $274K | Sell |
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|
2019
Q4 | $368K | Buy |
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|
2019
Q3 | $331K | Buy |
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|
2019
Q2 | $327K | Hold |
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|
2019
Q1 | $312K | Buy |
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