Gradient Investments’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 | $355K | Sell |
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|
2025
Q2 | $377K | Buy |
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|
2025
Q1 | $206K | Hold |
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|
2024
Q4 | $230K | Sell |
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|
2024
Q3 | $225K | Sell |
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|
2024
Q2 | $219K | Sell |
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|
2024
Q1 | $243K | Buy |
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|
2023
Q4 | $174K | Sell |
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|
2023
Q3 | $177K | Buy |
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|
2023
Q2 | $111K | Hold |
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|
2023
Q1 | $96.2K | Hold |
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|
2022
Q4 | $82K | Hold |
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|
2022
Q3 | $82K | Hold |
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|
2022
Q2 | $86K | Hold |
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|
2022
Q1 | $110K | Hold |
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|
2021
Q4 | $121K | Hold |
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|
2021
Q3 | $109K | Hold |
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|
2021
Q2 | $108K | Hold |
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|
2021
Q1 | $96K | Hold |
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|
2020
Q4 | $85K | Hold |
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|
2020
Q3 | $85K | Hold |
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|
2020
Q2 | $75K | Hold |
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|
2020
Q1 | $59K | Buy |
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|
2019
Q4 | $3K | Hold |
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|
2019
Q3 | $3K | Hold |
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|
2019
Q2 | $3K | Sell |
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|
2019
Q1 | $6K | Sell |
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|
2018
Q4 | $24K | Buy |
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|
2016
Q2 | – | Sell |
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|
2016
Q1 | $0 | Hold |
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|
2015
Q4 | $0 | Hold |
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|
2015
Q3 | $0 | Hold |
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|
2015
Q2 | $0 | Hold |
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|
2015
Q1 | $0 | Buy |
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|
2014
Q4 | – | Sell |
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|
2014
Q3 | $0 | Hold |
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|
2014
Q2 | $0 | Buy |
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