Integrated Wealth Concepts’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 | $41.6M | Buy |
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|
2025
Q1 | $31.5M | Sell |
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|
2024
Q4 | $47.9M | Buy |
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|
2024
Q3 | $39.8M | Buy |
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|
2024
Q2 | $11M | Sell |
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|
2024
Q1 | $19.4M | Sell |
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|
2023
Q4 | $18M | Sell |
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|
2023
Q3 | $15.9M | Sell |
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|
2023
Q2 | $24.8M | Buy |
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|
2023
Q1 | $20.8M | Sell |
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|
2022
Q4 | $18.4M | Buy |
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|
2022
Q3 | $5.6M | Buy |
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|
2022
Q2 | $5.69M | Buy |
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|
2022
Q1 | $5.21M | Buy |
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|
2021
Q4 | $5.16M | Buy |
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|
2021
Q3 | $4.53M | Buy |
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|
2021
Q2 | $4.36M | Sell |
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|
2021
Q1 | $3.93M | Buy |
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|
2020
Q4 | $3.74M | Buy |
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|
2020
Q3 | $3.28M | Buy |
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|
2020
Q2 | $2.51M | Buy |
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|
2020
Q1 | $1.93M | Buy |
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|
2019
Q4 | $1.6M | Buy |
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|
2019
Q3 | $1.31M | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $390K | Buy |
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|
2018
Q4 | $338K | Buy |
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