GW Henssler & Associates’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 | $1.85M | Sell |
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|
2025
Q1 | $1.86M | Buy |
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|
2024
Q4 | $2.02M | Sell |
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|
2024
Q3 | $2.05M | Buy |
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|
2024
Q2 | $1.98M | Sell |
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|
2024
Q1 | $1.86M | Sell |
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|
2023
Q4 | $1.71M | Buy |
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|
2023
Q3 | $1.44M | Sell |
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|
2023
Q2 | $1.54M | Sell |
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|
2023
Q1 | $1.38M | Sell |
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|
2022
Q4 | $1.21M | Buy |
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|
2022
Q3 | $1.21M | Sell |
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|
2022
Q2 | $1.32M | Sell |
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|
2022
Q1 | $1.71M | Sell |
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|
2021
Q4 | $1.98M | Sell |
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|
2021
Q3 | $1.81M | Sell |
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|
2021
Q2 | $1.88M | Sell |
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|
2021
Q1 | $1.69M | Sell |
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|
2020
Q4 | $1.79M | Sell |
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|
2020
Q3 | $1.7M | Sell |
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|
2020
Q2 | $1.72M | Sell |
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|
2020
Q1 | $1.92M | Sell |
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|
2019
Q4 | $2.49M | Sell |
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|
2019
Q3 | $2.37M | Buy |
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|
2019
Q2 | $2.24M | Buy |
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|
2019
Q1 | $2.01M | Buy |
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|
2018
Q4 | $1.71M | Buy |
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|
2018
Q3 | $1.81M | Buy |
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|
2018
Q2 | $1.61M | Buy |
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|
2018
Q1 | $1.45M | Buy |
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|
2017
Q4 | $1.38M | Buy |
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|
2017
Q3 | $1.25M | Buy |
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|
2017
Q2 | $1.12M | Buy |
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|
2017
Q1 | $1.01M | Sell |
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|
2016
Q4 | $935K | Buy |
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|
2016
Q3 | $846K | Buy |
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|
2016
Q2 | $763K | Buy |
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|
2016
Q1 | $670K | Buy |
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|
2015
Q4 | $666K | Sell |
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|
2015
Q3 | $840K | Buy |
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|
2015
Q2 | $783K | Buy |
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|
2015
Q1 | $456K | Buy |
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|
2014
Q4 | $247K | Buy |
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