Klingman & Associates’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
Q3 | $552K | Sell |
|
|||||
|
2025
Q2 | $519K | Sell |
|
|||||
|
2025
Q1 | $449K | Sell |
|
|||||
|
2024
Q4 | $505K | Sell |
|
|||||
|
2024
Q3 | $485K | Sell |
|
|||||
|
2024
Q2 | $470K | Sell |
|
|||||
|
2024
Q1 | $457K | Sell |
|
|||||
|
2023
Q4 | $467K | Hold |
|
|||||
|
2023
Q3 | $409K | Hold |
|
|||||
|
2023
Q2 | $422K | Hold |
|
|||||
|
2023
Q1 | $367K | Hold |
|
|||||
|
2022
Q4 | $313K | Sell |
|
|||||
|
2022
Q3 | $321K | Hold |
|
|||||
|
2022
Q2 | $333K | Hold |
|
|||||
|
2022
Q1 | $430K | Sell |
|
|||||
|
2021
Q4 | $489K | Hold |
|
|||||
|
2021
Q3 | $443K | Sell |
|
|||||
|
2021
Q2 | $455K | Sell |
|
|||||
|
2021
Q1 | $461K | Sell |
|
|||||
|
2020
Q4 | $462K | Hold |
|
|||||
|
2020
Q3 | $415K | Sell |
|
|||||
|
2020
Q2 | $399K | Sell |
|
|||||
|
2020
Q1 | $324K | Buy |
|
|||||
|
2019
Q4 | $204K | Buy |
|