Hoey Investments’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 | $639K | Buy |
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|
2025
Q1 | $547K | Sell |
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|
2024
Q4 | $611K | Sell |
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|
2024
Q3 | $572K | Hold |
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|
2024
Q2 | $572K | Buy |
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|
2024
Q1 | $310K | Sell |
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|
2023
Q4 | $344K | Sell |
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|
2023
Q3 | $327K | Sell |
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|
2023
Q2 | $339K | Buy |
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|
2023
Q1 | $229K | Sell |
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|
2022
Q4 | $197K | Sell |
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|
2022
Q3 | $199K | Sell |
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|
2022
Q2 | $226K | Buy |
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|
2022
Q1 | $281K | Buy |
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|
2021
Q4 | $126K | Buy |
|