Islay Capital Management’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 | $1.03M | Buy |
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|
2025
Q1 | $881K | Sell |
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|
2024
Q4 | $1.04M | Hold |
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|
2024
Q3 | $973K | Hold |
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|
2024
Q2 | $942K | Sell |
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|
2024
Q1 | $1.01M | Sell |
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|
2023
Q4 | $990K | Hold |
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|
2023
Q3 | $868K | Sell |
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|
2023
Q2 | $902K | Hold |
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|
2023
Q1 | $785K | Sell |
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|
2022
Q4 | $730K | Hold |
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|
2022
Q3 | $733K | Sell |
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|
2022
Q2 | $847K | Sell |
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|
2022
Q1 | $1.18M | Sell |
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|
2021
Q4 | $1.38M | Hold |
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|
2021
Q3 | $1.24M | Hold |
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|
2021
Q2 | $1.23M | Sell |
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|
2021
Q1 | $1.22M | Sell |
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|
2020
Q4 | $1.22M | Sell |
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|
2020
Q3 | $1.25M | Sell |
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|
2020
Q2 | $1.21M | Sell |
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|
2020
Q1 | $1.1M | Sell |
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|
2019
Q4 | $1.35M | Buy |
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