Keystone Financial Group (Kentucky)’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 | $1.59M | Sell |
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|
2025
Q1 | $1.57M | Sell |
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|
2024
Q4 | $1.83M | Sell |
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|
2024
Q3 | $1.88M | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $1.79M | Sell |
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|
2023
Q4 | $1.69M | Sell |
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|
2023
Q3 | $1.54M | Sell |
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|
2023
Q2 | $1.65M | Buy |
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|
2022
Q4 | $1.38M | Sell |
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|
2022
Q3 | $1.39M | Sell |
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|
2022
Q2 | $1.45M | Sell |
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|
2022
Q1 | $1.88M | Sell |
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|
2021
Q4 | $2.08M | Sell |
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|
2021
Q3 | $2.42M | Sell |
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|
2021
Q2 | $2.39M | Sell |
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|
2021
Q1 | $2.18M | Sell |
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|
2020
Q4 | $2.27M | Buy |
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|
2020
Q3 | $1.96M | Sell |
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|
2020
Q2 | $1.84M | Buy |
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|
2020
Q1 | $1.36M | Buy |
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|
2019
Q4 | $379K | Buy |
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|
2019
Q3 | $283K | Sell |
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|
2019
Q2 | $327K | Buy |
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|
2019
Q1 | $290K | Sell |
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|
2018
Q4 | $271K | Buy |
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|
2018
Q3 | $266K | Sell |
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|
2018
Q2 | $257K | Buy |
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