Jentner Corp’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 | $762K | Sell |
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|
2025
Q1 | $673K | Sell |
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|
2024
Q4 | $779K | Sell |
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|
2024
Q3 | $1.03M | Sell |
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|
2024
Q2 | $1.08M | Sell |
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|
2024
Q1 | $1.01M | Sell |
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|
2023
Q4 | $913K | Sell |
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|
2023
Q3 | $825K | Sell |
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|
2023
Q2 | $873K | Sell |
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|
2023
Q1 | $831K | Sell |
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|
2022
Q4 | $743K | Buy |
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|
2022
Q3 | $694K | Sell |
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|
2022
Q2 | $724K | Buy |
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|
2022
Q1 | $931K | Sell |
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|
2021
Q4 | $1.02M | Sell |
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|
2021
Q3 | $981K | Sell |
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|
2021
Q2 | $1.02M | Sell |
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|
2021
Q1 | $929K | Sell |
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|
2020
Q4 | $938K | Sell |
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|
2020
Q3 | $867K | Sell |
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|
2020
Q2 | $799K | Sell |
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|
2020
Q1 | $641K | Sell |
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|
2019
Q4 | $867K | Sell |
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|
2019
Q3 | $798K | Buy |
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|
2019
Q2 | $777K | Sell |
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|
2019
Q1 | $746K | Sell |
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|
2018
Q4 | $655K | Buy |
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|
2018
Q3 | $756K | Sell |
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|
2018
Q2 | $733K | Buy |
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|
2018
Q1 | $693K | Buy |
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|
2017
Q4 | $650K | Buy |
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|
2017
Q3 | $529K | Sell |
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|
2017
Q2 | $515K | Buy |
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|
2017
Q1 | $486K | Buy |
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|
2016
Q4 | $442K | Buy |
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