Fountainhead AM’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 | $24M | Sell |
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|
2025
Q2 | $22.6M | Sell |
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|
2025
Q1 | $19.8M | Sell |
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|
2024
Q4 | $22.7M | Sell |
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|
2024
Q3 | $21.7M | Sell |
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|
2024
Q2 | $22.2M | Sell |
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|
2024
Q1 | $21.7M | Buy |
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|
2023
Q4 | $19.3M | Buy |
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|
2023
Q3 | $16.5M | Buy |
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|
2023
Q2 | $16.8M | Buy |
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|
2023
Q1 | $14.4M | Buy |
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|
2022
Q4 | $11.9M | Buy |
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|
2022
Q3 | $11.7M | Sell |
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|
2022
Q2 | $12.7M | Buy |
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|
2022
Q1 | $15.8M | Sell |
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|
2021
Q4 | $17.4M | Buy |
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|
2021
Q3 | $15.6M | Buy |
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|
2021
Q2 | $12.2M | Sell |
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|
2021
Q1 | $12.2M | Buy |
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|
2020
Q4 | $11.3M | Buy |
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