Glassman Wealth Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $502K | Buy |
17,241
+1,058
| +7% | +$32.9K | 0.07% | 47 |
|
|
2025
Q4 | $528K | Buy |
16,183
+6
| +0% | +$195 | 0.07% | 44 |
|
|
2025
Q3 | $516K | Buy |
16,177
+197
| +1% | +$6K | 0.07% | 41 |
|
|
2025
Q2 | $467K | Hold |
15,980
| – | – | 0.07% | 42 |
|
|
2025
Q1 | $400K | Buy |
15,980
+62
| +0.4% | +$1.7K | 0.07% | 43 |
|
|
2024
Q4 | $444K | Buy |
15,918
+26
| +0.2% | +$711 | 0.07% | 38 |
|
|
2024
Q3 | $414K | Sell |
15,892
-688
| -4% | -$17.3K | 0.07% | 37 |
|
|
2024
Q2 | $418K | Buy |
16,580
+476
| +3% | +$11.2K | 0.08% | 39 |
|
|
2024
Q1 | $373K | Buy |
16,104
+80
| +0.5% | +$1.77K | 0.08% | 39 |
|
|
2023
Q4 | $332K | Buy |
16,024
+7,528
| +89% | +$146K | 0.05% | 125 |
|
|
2023
Q3 | $154K | Sell |
8,496
-4,680
| -36% | -$88.1K | 0.02% | 211 |
|
|
2023
Q2 | $247K | Hold |
13,176
| – | – | 0.04% | 140 |
|
|
2023
Q1 | $215K | Hold |
13,176
| – | – | 0.04% | 159 |
|
|
2022
Q4 | $183K | Hold |
13,176
| – | – | 0.03% | 187 |
|
|
2022
Q3 | $184K | Buy |
13,176
+1,368
| +12% | +$21.4K | 0.04% | 165 |
|
|
2022
Q2 | $171K | Hold |
11,808
| – | – | 0.04% | 180 |
|
|
2022
Q1 | $221K | Buy |
11,808
+9,008
| +322% | +$164K | 0.04% | 155 |
|
|
2021
Q4 | $57K | Buy |
2,800
+2,240
| +400% | +$44.8K | 0.01% | 342 |
|
|
2021
Q3 | $10K | Hold |
560
| – | – | ﹤0.01% | 777 |
|
|
2021
Q2 | $10K | Hold |
560
| – | – | ﹤0.01% | 757 |
|
|
2021
Q1 | $9K | Buy |
+560
| New | +$9.11K | ﹤0.01% | 744 |
|
|
2020
Q2 | – | Sell |
-2,960
| Closed | -$29K | – | 1492 |
|
|
2020
Q1 | $29K | Hold |
2,960
| – | – | 0.01% | 297 |
|
|
2019
Q4 | $34K | Hold |
2,960
| – | – | 0.01% | 304 |
|
|
2019
Q3 | $31K | Sell |
2,960
-1,960
| -40% | -$20.7K | 0.01% | 306 |
|
|
2019
Q2 | $51K | Buy |
+4,920
| New | +$50K | 0.02% | 234 |
|
Other funds holding SCHG
MG
VIA