Key Financial 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 | $36K | Buy |
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|
2025
Q1 | $12.4K | Hold |
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|
2024
Q4 | $13.8K | Hold |
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|
2024
Q3 | $12.9K | Hold |
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|
2024
Q2 | $12.5K | Buy |
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|
2024
Q1 | $9.27K | Hold |
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|
2023
Q4 | $8.3K | Hold |
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|
2023
Q3 | $7.27K | Hold |
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|
2023
Q2 | $7.5K | Hold |
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|
2023
Q1 | $6.52K | Hold |
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|
2022
Q4 | $5.58K | Hold |
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|
2022
Q3 | $6K | Buy |
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