HHM 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
Q3 | $115M | Sell |
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|
2025
Q2 | $110M | Buy |
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|
2025
Q1 | $88.7M | Buy |
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|
2024
Q4 | $95.7M | Sell |
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|
2024
Q3 | $90.3M | Sell |
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|
2024
Q2 | $89.8M | Buy |
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|
2024
Q1 | $82.4M | Sell |
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|
2023
Q4 | $77.7M | Sell |
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|
2023
Q3 | $70.4M | Sell |
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|
2023
Q2 | $83.3M | Buy |
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|
2023
Q1 | $71.7M | Buy |
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|
2022
Q4 | $52.4M | Buy |
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|
2022
Q3 | $51.3M | Buy |
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|
2022
Q2 | $48.4M | Buy |
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|
2022
Q1 | $48.2M | Buy |
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|
2021
Q4 | $46.9M | Buy |
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|
2021
Q3 | $40.4M | Buy |
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|
2021
Q2 | $39.4M | Buy |
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|
2021
Q1 | $33.2M | Buy |
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|
2020
Q4 | $32.2M | Sell |
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|
2020
Q3 | $29M | Sell |
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|
2020
Q2 | $30.4M | Sell |
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|
2020
Q1 | $24.1M | Buy |
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|
2019
Q4 | $25.2M | Buy |
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|
2019
Q3 | $21.6M | Sell |
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|
2019
Q2 | $21.8M | Buy |
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|
2019
Q1 | $20.1M | Buy |
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|
2018
Q4 | $17.1M | Buy |
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