KCM Investment 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
Q2 | $1.12M | Buy |
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|
2025
Q1 | $784K | Sell |
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|
2024
Q4 | $928K | Buy |
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|
2024
Q3 | $867K | Buy |
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|
2024
Q2 | $802K | Hold |
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|
2024
Q1 | $738K | Sell |
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|
2023
Q4 | $708K | Hold |
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|
2023
Q3 | $621K | Hold |
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|
2023
Q2 | $640K | Hold |
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|
2023
Q1 | $556K | Buy |
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|
2022
Q4 | $431K | Sell |
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|
2022
Q3 | $446K | Sell |
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|
2022
Q2 | $626K | Hold |
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|
2022
Q1 | $808K | Buy |
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|
2021
Q4 | $736K | Sell |
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|
2021
Q3 | $676K | Buy |
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|
2021
Q2 | $623K | Buy |
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|
2021
Q1 | $389K | Sell |
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|
2020
Q4 | $417K | Hold |
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|
2020
Q3 | $374K | Buy |
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|
2020
Q2 | $299K | Buy |
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|
2020
Q1 | $228K | Sell |
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|
2019
Q4 | $311K | Buy |
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