Kavar Capital Partners Group’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 | $315K | Buy |
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|
2025
Q2 | $289K | Buy |
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|
2025
Q1 | $247K | Sell |
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|
2024
Q4 | $275K | Buy |
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|
2024
Q3 | $253K | Buy |
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|
2024
Q2 | $245K | Hold |
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|
2024
Q1 | $225K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $205K | Sell |
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|
2021
Q2 | $282K | Sell |
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|
2021
Q1 | $274K | Hold |
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|
2020
Q4 | $271K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $68K | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $53K | Hold |
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|
2018
Q1 | $50K | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $36K | Buy |
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