HeadInvest LLC’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 | $1.02M | Sell |
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|
2025
Q1 | $881K | Sell |
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|
2024
Q4 | $997K | Buy |
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|
2024
Q3 | $848K | Sell |
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|
2024
Q2 | $833K | Sell |
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|
2024
Q1 | $812K | Buy |
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|
2023
Q4 | $677K | Sell |
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|
2023
Q3 | $629K | Hold |
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|
2023
Q2 | $637K | Buy |
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|
2023
Q1 | $553K | Sell |
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|
2022
Q4 | $476K | Sell |
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|
2022
Q3 | $479K | Buy |
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|
2022
Q2 | $360K | Buy |
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|
2022
Q1 | $374K | Buy |
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|
2021
Q4 | $226K | Buy |
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