Geneos Wealth Management’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 | $3.7M | Sell |
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|
2025
Q2 | $23.2M | Sell |
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|
2025
Q1 | $42.3M | Buy |
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|
2024
Q4 | $5.32M | Sell |
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|
2024
Q3 | $5.14M | Buy |
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|
2024
Q2 | $1.23M | Buy |
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|
2024
Q1 | $773K | Buy |
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|
2023
Q4 | $691K | Buy |
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|
2023
Q3 | $587K | Sell |
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|
2023
Q2 | $934K | Buy |
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|
2023
Q1 | $91.9K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $11.8M | Buy |
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|
2021
Q3 | $254K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $5K | Sell |
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|
2020
Q4 | $97K | Buy |
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|
2020
Q3 | $81K | Hold |
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|
2020
Q2 | $71K | Sell |
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|
2020
Q1 | $64K | Hold |
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|
2019
Q4 | $76K | Hold |
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|
2019
Q3 | $68K | Sell |
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|
2019
Q2 | $145K | Hold |
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|
2019
Q1 | $138K | Sell |
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|
2018
Q4 | $126K | Hold |
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|
2018
Q3 | $151K | Sell |
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|
2018
Q2 | $151K | Hold |
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|
2018
Q1 | $143K | Hold |
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|
2017
Q4 | $141K | Hold |
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|
2017
Q3 | $132K | Hold |
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|
2017
Q2 | $126K | Buy |
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|
2017
Q1 | $116K | Buy |
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|
2016
Q4 | $106K | Hold |
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|
2016
Q3 | $105K | Hold |
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|
2016
Q2 | $100K | Sell |
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|
2016
Q1 | $124K | Buy |
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