Kozak & 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
Q2 | $67K | Sell |
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|
2025
Q1 | $60K | Buy |
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|
2024
Q4 | $64.3K | Sell |
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|
2024
Q3 | $59.9K | Buy |
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|
2024
Q2 | $58.5K | Hold |
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|
2024
Q1 | $53.7K | Buy |
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|
2023
Q4 | $47.3K | Buy |
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|
2023
Q3 | $42K | Hold |
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|
2023
Q2 | $42.4K | Hold |
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|
2023
Q1 | $36.8K | Hold |
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|
2022
Q4 | $31K | Hold |
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|
2022
Q3 | $31K | Hold |
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|
2022
Q2 | $33K | Buy |
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|
2022
Q1 | $39K | Sell |
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|
2021
Q4 | $39K | Hold |
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|
2021
Q3 | $47K | Buy |
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