Guardian Financial Partners’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 | $6.1M | Sell |
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|
2025
Q2 | $5.65M | Buy |
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|
2025
Q1 | $4.29M | Buy |
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|
2024
Q4 | $4.36M | Buy |
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|
2024
Q3 | $3.55M | Buy |
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|
2024
Q2 | $3.24M | Buy |
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|
2024
Q1 | $2.83M | Buy |
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|
2023
Q4 | $2.33M | Buy |
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|
2023
Q3 | $1.6M | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $1.14M | Buy |
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|
2022
Q4 | $872K | Buy |
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|
2022
Q3 | $843K | Buy |
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|
2022
Q2 | $778K | Buy |
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|
2022
Q1 | $748K | Buy |
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|
2021
Q4 | $809K | Buy |
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