IMA Advisory Services’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 | $6.66M | Buy |
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|
2025
Q1 | $5.62M | Sell |
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|
2024
Q4 | $6.86M | Buy |
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|
2024
Q3 | $6.05M | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $4.3M | Buy |
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|
2023
Q2 | $4.4M | Sell |
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|
2023
Q1 | $3.92M | Sell |
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|
2022
Q4 | $3.46M | Buy |
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|
2022
Q3 | $3.2M | Sell |
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|
2022
Q2 | $3.33M | Buy |
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|
2022
Q1 | $4.29M | Sell |
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|
2021
Q4 | $4.74M | Sell |
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|
2021
Q3 | $4.31M | Sell |
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|
2021
Q2 | $4.8M | Buy |
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|
2021
Q1 | $3.93M | Sell |
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|
2020
Q4 | $4.06M | Hold |
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|
2020
Q3 | $3.65M | Sell |
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|
2020
Q2 | $3.66M | Buy |
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|
2020
Q1 | $2.78M | Sell |
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|
2019
Q4 | $3.39M | Buy |
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|
2019
Q3 | $3M | Sell |
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|
2019
Q2 | $3.02M | Sell |
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|
2019
Q1 | $2.88M | Buy |
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|
2018
Q4 | $2.07M | Buy |
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|
2018
Q3 | $2.26M | Sell |
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|
2018
Q2 | $2.23M | Buy |
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|
2018
Q1 | $2.04M | Buy |
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|
2017
Q4 | $1.94M | Buy |
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|
2017
Q3 | $1.77M | Sell |
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|
2017
Q2 | $1.7M | Sell |
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|
2017
Q1 | $1.78M | Sell |
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|
2016
Q4 | $1.71M | Sell |
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|
2016
Q3 | $1.99M | Sell |
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|
2016
Q2 | $1.91M | Sell |
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|
2016
Q1 | $1.99M | Buy |
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|
2015
Q4 | $1.96M | Buy |
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|
2015
Q3 | $1.8M | Sell |
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|
2015
Q2 | $1.99M | Buy |
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|
2015
Q1 | $1.96M | Sell |
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|
2014
Q4 | $1.91M | Buy |
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|
2014
Q3 | $1.77M | Buy |
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|
2014
Q2 | $1.73M | Buy |
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|
2014
Q1 | $1.51M | Sell |
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|
2013
Q4 | $1.5M | Sell |
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|
2013
Q3 | $1.43M | Buy |
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|
2013
Q2 | $1.26M | Buy |
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