GAA
Guardian Asset Advisors’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.26M | Sell |
43,128
-670
| -2% | -$19.6K | 0.72% | 37 |
|
|
2025
Q1 | $1.09M | Sell |
43,798
-5,890
| -12% | -$146K | 0.71% | 33 |
|
|
2024
Q4 | $1.38M | Buy |
49,688
+35,467
| +249% | +$987K | 0.89% | 27 |
|
|
2024
Q3 | $1.48M | Sell |
14,221
-7,363
| -34% | -$764K | 1% | 24 |
|
|
2024
Q2 | $2.18M | Sell |
21,584
-2,532
| -10% | -$255K | 1.6% | 16 |
|
|
2024
Q1 | $2.24M | Sell |
24,116
-7,310
| -23% | -$678K | 1.86% | 14 |
|
|
2023
Q4 | $2.61M | Buy |
+31,426
| New | +$2.61M | 2.45% | 10 |
|