James Investment Research’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
Q3 | $2.31M | Buy |
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|
2025
Q2 | $1.86M | Buy |
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|
2025
Q1 | $1.47M | Buy |
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|
2024
Q4 | $1.36M | Buy |
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|
2024
Q3 | $1.03M | Buy |
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|
2024
Q2 | $990K | Buy |
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|
2024
Q1 | $817K | Buy |
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|
2023
Q4 | $674K | Buy |
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|
2023
Q3 | $509K | Buy |
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|
2023
Q2 | $348K | Sell |
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|
2023
Q1 | $407K | Buy |
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|
2022
Q4 | $241K | Sell |
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|
2022
Q3 | $246K | Buy |
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|
2022
Q2 | $139K | Buy |
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|
2022
Q1 | $20K | Buy |
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