JNBA Financial Advisors’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 | $93.4K | Sell |
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|
2025
Q2 | $109K | Buy |
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|
2025
Q1 | $93.1K | Sell |
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|
2024
Q4 | $113K | Buy |
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|
2024
Q3 | $106K | Buy |
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|
2024
Q2 | $82.5K | Buy |
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|
2024
Q1 | $65.9K | Buy |
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|
2023
Q4 | $50.5K | Sell |
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|
2023
Q3 | $51.4K | Buy |
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|
2023
Q2 | $43.6K | Buy |
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|
2023
Q1 | $32K | Buy |
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|
2022
Q4 | $16.4K | Hold |
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|
2022
Q3 | $17K | Hold |
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|
2022
Q2 | $17K | Hold |
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|
2022
Q1 | $22K | Sell |
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|
2021
Q4 | $27K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $54K | Buy |
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|
2016
Q4 | – | Sell |
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|
2016
Q3 | $549K | Buy |
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