HB Wealth Management’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 | $58.7M | Buy |
|
|||||
|
2025
Q2 | $52M | Buy |
|
|||||
|
2025
Q1 | $39.5M | Sell |
|
|||||
|
2024
Q4 | $44M | Sell |
|
|||||
|
2024
Q3 | $41.6M | Sell |
|
|||||
|
2024
Q2 | $40.6M | Sell |
|
|||||
|
2024
Q1 | $38M | Sell |
|
|||||
|
2023
Q4 | $34.5M | Sell |
|
|||||
|
2023
Q3 | $31.5M | Sell |
|
|||||
|
2023
Q2 | $33.3M | Sell |
|
|||||
|
2023
Q1 | $30.1M | Sell |
|
|||||
|
2022
Q4 | $26.3M | Buy |
|
|||||
|
2022
Q3 | $19.7M | Buy |
|
|||||
|
2022
Q2 | $18.3M | Buy |
|
|||||
|
2022
Q1 | $23.5M | Buy |
|
|||||
|
2021
Q4 | $14M | Buy |
|