Johnson Financial Group Inc (Wisconsin)’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 | $67.3K | Sell |
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|
2025
Q1 | $80.4K | Sell |
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|
2024
Q4 | $135K | Hold |
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|
2024
Q3 | $124K | Sell |
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|
2024
Q2 | $129K | Hold |
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|
2024
Q1 | $118K | Sell |
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|
2023
Q4 | $566K | Buy |
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|
2023
Q3 | $107K | Buy |
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|
2023
Q2 | $72K | Sell |
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|
2023
Q1 | $82.1K | Hold |
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|
2022
Q4 | $70K | Hold |
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|
2022
Q3 | $73K | Sell |
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|
2022
Q2 | $123K | Hold |
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|
2022
Q1 | $159K | Sell |
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|
2021
Q4 | $244K | Hold |
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|
2021
Q3 | $221K | Hold |
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|
2021
Q2 | $218K | Sell |
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|
2021
Q1 | $215K | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $64K | Buy |
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