James J. Burns & Company’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 | $18.3M | Sell |
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|
2025
Q1 | $16M | Sell |
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|
2024
Q4 | $18.2M | Sell |
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|
2024
Q3 | $17.5M | Sell |
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|
2024
Q2 | $17.4M | Buy |
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|
2024
Q1 | $11.7M | Sell |
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|
2023
Q4 | $14.8M | Sell |
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|
2023
Q3 | $13.3M | Sell |
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|
2023
Q2 | $13.9M | Sell |
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|
2023
Q1 | $12.5M | Buy |
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|
2022
Q4 | $7.75M | Sell |
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|
2022
Q3 | $7.92M | Buy |
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