Goepper Burkhardt’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 | $38.8M | Buy |
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|
2025
Q1 | $31.5M | Buy |
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|
2024
Q4 | $34.4M | Sell |
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|
2024
Q3 | $32.6M | Buy |
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|
2024
Q2 | $31.2M | Buy |
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|
2024
Q1 | $28.7M | Buy |
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|
2023
Q4 | $27.3M | Buy |
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|
2023
Q3 | $21.4M | Buy |
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|
2023
Q2 | $21.7M | Buy |
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|
2023
Q1 | $18.4M | Buy |
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|
2022
Q4 | $15M | Buy |
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|
2022
Q3 | $14.9M | Buy |
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|
2022
Q2 | $15.5M | Sell |
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|
2022
Q1 | $20.3M | Sell |
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|
2021
Q4 | $22.2M | Buy |
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|
2021
Q3 | $19.7M | Buy |
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|
2021
Q2 | $19.3M | Buy |
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|
2021
Q1 | $17M | Sell |
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|
2020
Q4 | $17.1M | Buy |
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