Kestra Advisory Services’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 | $61.6M | Sell |
|
|||||
|
2025
Q1 | $59.3M | Buy |
|
|||||
|
2024
Q4 | $64.7M | Sell |
|
|||||
|
2024
Q3 | $71.7M | Sell |
|
|||||
|
2024
Q2 | $70.3M | Buy |
|
|||||
|
2024
Q1 | $47.7M | Buy |
|
|||||
|
2023
Q4 | $41.2M | Sell |
|
|||||
|
2023
Q3 | $36.4M | Buy |
|
|||||
|
2023
Q2 | $35.3M | Sell |
|
|||||
|
2023
Q1 | $33.7M | Sell |
|
|||||
|
2022
Q4 | $32.9M | Buy |
|
|||||
|
2022
Q3 | $23.9M | Sell |
|
|||||
|
2022
Q2 | $26.6M | Buy |
|
|||||
|
2022
Q1 | $34.1M | Sell |
|
|||||
|
2021
Q4 | $37.7M | Sell |
|
|||||
|
2021
Q3 | $63.6M | Buy |
|
|||||
|
2021
Q2 | $34.8M | Buy |
|
|||||
|
2021
Q1 | $27.4M | Sell |
|
|||||
|
2020
Q4 | $55.7M | Buy |
|
|||||
|
2020
Q3 | $20.3M | Buy |
|