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Idaho Trust Bank’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Idaho Trust Bank’s Portfolio SCHG Stock Details SCHG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-90,368
Closed -$2.09M – 127
2024
Q1 		$2.09M Buy
+90,368
New +$2M 2.02% 15

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Idaho Trust Bank's SCHG Position: Q2 2024 in Review

Idaho Trust Bank sold out of Schwab US Large-Cap Growth ETF (SCHG) in Q2 2024, closing a stake of 90,368 shares — an estimated $2.09M sold.

Idaho Trust Bank first reported a position in SCHG in Q1 2024 and held it in 1 quarter. The position peaked at $2.09M in Q1 2024. 1,185 funds tracked by Wall St. Rank hold SCHG as of Q2 2024.

  • Idaho Trust Bank reported no remaining Schwab US Large-Cap Growth ETF position as of Q2 2024 after selling out during the quarter.
  • Idaho Trust Bank sold 90,368 Schwab US Large-Cap Growth ETF shares in Q2 2024, an estimated $2.09M.
  • Idaho Trust Bank first reported a position in Schwab US Large-Cap Growth ETF in Q1 2024 and held it in 1 quarter.
  • Idaho Trust Bank's Schwab US Large-Cap Growth ETF position peaked at $2.09M in Q1 2024.
  • 1,185 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2024.

Based on Idaho Trust Bank's 13F filing for Q2 2024, filed 8 Aug 2024.