Joseph Group Capital Management’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 | $4.05M | Buy |
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|
2025
Q2 | $3.4M | Buy |
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|
2025
Q1 | $2.92M | Buy |
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|
2024
Q4 | $3.09M | Sell |
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|
2024
Q3 | $2.95M | Sell |
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|
2024
Q2 | $2.86M | Sell |
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|
2024
Q1 | $2.66M | Buy |
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|
2023
Q4 | $2.37M | Sell |
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|
2023
Q3 | $2.35M | Buy |
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|
2023
Q2 | $2.37M | Sell |
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|
2023
Q1 | $2.08M | Buy |
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|
2022
Q4 | $1.49M | Buy |
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|
2022
Q3 | $1.41M | Buy |
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|
2022
Q2 | $1.37M | Buy |
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|
2022
Q1 | $1.5M | Buy |
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|
2021
Q4 | $1.4M | Buy |
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