Grimes & Company’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
$339K Sell
2025
Q2
$777K Buy
2025
Q1
$619K Sell
2024
Q4
$692K Buy
2024
Q3
Sell
2024
Q2
$260K Sell
2024
Q1
$243K Buy
2023
Q4
$213K Buy
2022
Q4
Sell
2022
Q3
$326K Buy
2022
Q1
Sell
2021
Q4
$225K Sell
2021
Q3
$226K Buy