Herold 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 | $1.59M | Sell |
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|
2025
Q1 | $1.71M | Buy |
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|
2024
Q4 | $1.83M | Buy |
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|
2024
Q3 | $1.66M | Buy |
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|
2024
Q2 | $1.55M | Hold |
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|
2024
Q1 | $1.42M | Buy |
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|
2023
Q4 | $1.18M | Hold |
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|
2023
Q3 | $1.04M | Hold |
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|
2023
Q2 | $1.07M | Hold |
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|
2023
Q1 | $931K | Sell |
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|
2022
Q4 | $1.06M | Sell |
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|
2022
Q3 | $1.07M | Sell |
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|
2022
Q2 | $1.15M | Hold |
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|
2022
Q1 | $1.48M | Hold |
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|
2021
Q4 | $1.62M | Hold |
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|
2021
Q3 | $1.47M | Buy |
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