Independent Advisor Alliance’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 | $3.39M | Sell |
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|
2025
Q1 | $3.05M | Sell |
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|
2024
Q4 | $27M | Buy |
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|
2024
Q3 | $3.29M | Sell |
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|
2024
Q2 | $3.5M | Sell |
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|
2024
Q1 | $3.76M | Sell |
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|
2023
Q4 | $3.42M | Buy |
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|
2023
Q3 | $2.64M | Buy |
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|
2023
Q2 | $1.2M | Buy |
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|
2023
Q1 | $920K | Buy |
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|
2022
Q4 | $642K | Buy |
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|
2022
Q3 | $645K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $5.36M | Buy |
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|
2017
Q2 | – | Sell |
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|
2017
Q1 | $1.05M | Buy |
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