Kovack Advisors’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 | $13.1M | Sell |
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|
2025
Q1 | $11.9M | Sell |
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|
2024
Q4 | $13.3M | Sell |
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|
2024
Q3 | $13M | Sell |
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|
2024
Q2 | $13.3M | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $7.5M | Buy |
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|
2023
Q3 | $3.87M | Buy |
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|
2023
Q2 | $645K | Sell |
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|
2023
Q1 | $572K | Buy |
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|
2022
Q4 | $486K | Buy |
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|
2022
Q3 | $488K | Buy |
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|
2022
Q2 | $507K | Sell |
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|
2022
Q1 | $1.02M | Buy |
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|
2021
Q4 | $1.05M | Buy |
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|
2021
Q3 | $574K | Buy |
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|
2021
Q2 | $502K | Buy |
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|
2021
Q1 | $393K | Buy |
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