Goldstein 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
Q2 | $795K | Sell |
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|
2025
Q1 | $686K | Buy |
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|
2024
Q4 | $751K | Sell |
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|
2024
Q3 | $724K | Sell |
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|
2024
Q2 | $711K | Buy |
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|
2024
Q1 | $645K | Buy |
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|
2023
Q4 | $574K | Hold |
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|
2023
Q3 | $503K | Hold |
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|
2023
Q2 | $519K | Hold |
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|
2023
Q1 | $451K | Hold |
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|
2022
Q4 | $385K | Buy |
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