Kelman-Lazarov Inc’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 | $54.6M | Buy |
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|
2025
Q1 | $45.8M | Sell |
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|
2024
Q4 | $51.8M | Sell |
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|
2024
Q3 | $51.1M | Buy |
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|
2024
Q2 | $48.8M | Sell |
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|
2024
Q1 | $46.5M | Sell |
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|
2023
Q4 | $42M | Sell |
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|
2023
Q3 | $37.6M | Sell |
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|
2023
Q2 | $39.8M | Sell |
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|
2023
Q1 | $35.7M | Buy |
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|
2022
Q4 | $30.1M | Buy |
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|
2022
Q3 | $29.1M | Buy |
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|
2022
Q2 | $29.9M | Buy |
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|
2022
Q1 | $36.5M | Buy |
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|
2021
Q4 | $39.3M | Buy |
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|
2021
Q3 | $35.5M | Buy |
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|
2021
Q2 | $34.9M | Sell |
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|
2021
Q1 | $32.8M | Buy |
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|
2020
Q4 | $32.3M | Sell |
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|
2020
Q3 | $29.3M | Sell |
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|
2020
Q2 | $26.3M | Buy |
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|
2020
Q1 | $20.6M | Buy |
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|
2019
Q4 | $19.1M | Buy |
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|
2019
Q3 | $15.6M | Buy |
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|
2019
Q2 | $14.2M | Buy |
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|
2019
Q1 | $12.1M | Buy |
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|
2018
Q4 | $8.25M | Buy |
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|
2018
Q3 | $6.82M | Buy |
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|
2018
Q2 | $5.68M | Buy |
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|
2018
Q1 | $3.95M | Buy |
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|
2017
Q4 | $3.29M | Buy |
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|
2017
Q3 | $2.99M | Buy |
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|
2017
Q2 | $2.68M | Buy |
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|
2017
Q1 | $2.38M | Buy |
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|
2016
Q4 | $2.1M | Buy |
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|
2016
Q3 | $1.95M | Buy |
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|
2016
Q2 | $1.81M | Buy |
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|
2016
Q1 | $1.68M | Buy |
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