IFP 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 | $27.7M | Buy |
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|
2025
Q1 | $23.4M | Buy |
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|
2024
Q4 | $24.9M | Buy |
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|
2024
Q3 | $22.8M | Sell |
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|
2024
Q2 | $22.7M | Buy |
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|
2024
Q1 | $20.6M | Sell |
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|
2023
Q4 | $19.9M | Sell |
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|
2023
Q3 | $17.5M | Sell |
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|
2023
Q2 | $20.3M | Buy |
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|
2023
Q1 | $19.7M | Sell |
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|
2022
Q4 | $29M | Buy |
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|
2022
Q3 | $24.8M | Buy |
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|
2022
Q2 | $21.7M | Hold |
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|
2022
Q1 | $21.7M | Buy |
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|
2021
Q4 | $13.9M | Buy |
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|
2021
Q3 | $11.8M | Buy |
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|
2021
Q2 | $10.8M | Buy |
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|
2021
Q1 | $3.71M | Buy |
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|
2020
Q4 | $3.18M | Sell |
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|
2020
Q3 | $2.86M | Buy |
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|
2020
Q2 | $2.43M | Sell |
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|
2020
Q1 | $2.45M | Buy |
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|
2019
Q4 | $2.53M | Sell |
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|
2019
Q3 | $2.73M | Buy |
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|
2019
Q1 | $2K | Sell |
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|
2018
Q4 | $1.14M | Buy |
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|
2018
Q3 | $1.13M | Buy |
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|
2018
Q2 | $801K | Buy |
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|
2018
Q1 | $501K | Hold |
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|
2017
Q4 | $501K | Sell |
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|
2017
Q3 | $501K | Buy |
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|
2017
Q2 | $439K | Buy |
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|
2017
Q1 | $369K | Buy |
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|
2016
Q4 | $199K | Sell |
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|
2016
Q3 | $216K | Buy |
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|
2016
Q2 | $141K | Buy |
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|
2016
Q1 | $2K | Sell |
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|
2015
Q4 | $117K | Buy |
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