Great Valley Advisor Group’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 | $4.81M | Sell |
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|
2025
Q1 | $4.22M | Buy |
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|
2024
Q4 | $4.55M | Sell |
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|
2024
Q3 | $4.46M | Buy |
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|
2024
Q2 | $4.21M | Sell |
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|
2024
Q1 | $4.05M | Sell |
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|
2023
Q4 | $5.18M | Sell |
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|
2023
Q3 | $6.11M | Buy |
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|
2023
Q2 | $4.77M | Buy |
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|
2023
Q1 | $3.67M | Buy |
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|
2022
Q4 | $2.49M | Buy |
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|
2022
Q3 | $953K | Sell |
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|
2022
Q2 | $1.04M | Buy |
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|
2022
Q1 | $1.01M | Sell |
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|
2021
Q4 | $888K | Buy |
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|
2021
Q3 | $823K | Buy |
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|
2021
Q2 | $614K | Buy |
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|
2021
Q1 | $583K | Sell |
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|
2020
Q4 | $722K | Buy |
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|
2020
Q3 | $580K | Buy |
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|
2020
Q2 | $472K | Buy |
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|
2020
Q1 | $236K | Buy |
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|
2019
Q4 | $250K | Sell |
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|
2019
Q3 | $237K | Buy |
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