Hoese & Co’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 | $1.16M | Hold |
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|
2025
Q2 | $1.06M | Sell |
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|
2025
Q1 | $999K | Hold |
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|
2024
Q4 | $1.11M | Sell |
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|
2024
Q3 | $1.15M | Sell |
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|
2024
Q2 | $1.15M | Sell |
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|
2024
Q1 | $1.15M | Hold |
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|
2023
Q4 | $1M | Hold |
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|
2023
Q3 | $917K | Hold |
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|
2023
Q2 | $945K | Hold |
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|
2023
Q1 | $760K | Hold |
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|
2022
Q4 | $764K | Hold |
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|
2022
Q3 | $703K | Sell |
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|
2022
Q2 | $768K | Sell |
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|
2022
Q1 | $1.09M | Hold |
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|
2021
Q4 | $1.19M | Sell |
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|
2021
Q3 | $1.11M | Sell |
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|
2021
Q2 | $1.21M | Sell |
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|
2021
Q1 | $1.49M | Hold |
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|
2020
Q4 | $1.46M | Buy |
|