Heritage Wealth Advisors’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 | $25K | Hold |
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|
2025
Q1 | $21.4K | Buy |
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|
2024
Q4 | $19K | Sell |
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|
2024
Q3 | $17.8K | Buy |
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|
2024
Q2 | $13.1K | Hold |
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|
2024
Q1 | $12.1K | Hold |
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|
2023
Q4 | $10.8K | Sell |
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|
2023
Q3 | $402K | Hold |
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|
2023
Q2 | $414K | Hold |
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|
2023
Q1 | $360K | Sell |
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|
2022
Q4 | $325K | Hold |
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|
2022
Q3 | $326K | Hold |
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|
2022
Q2 | $339K | Hold |
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|
2022
Q1 | $438K | Sell |
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|
2021
Q4 | $479K | Hold |
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|
2021
Q3 | $433K | Hold |
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|
2021
Q2 | $427K | Hold |
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|
2021
Q1 | $380K | Hold |
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|
2020
Q4 | $376K | Hold |
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|
2020
Q3 | $337K | Hold |
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|
2020
Q2 | $297K | Hold |
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|
2020
Q1 | $233K | Hold |
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|
2019
Q4 | $272K | Hold |
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|
2019
Q3 | $245K | Sell |
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|
2019
Q2 | $433K | Buy |
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