L.J. Altfest & Co’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 | $822K | Sell |
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|
2025
Q2 | $789K | Sell |
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|
2025
Q1 | $694K | Sell |
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|
2024
Q4 | $826K | Sell |
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|
2024
Q3 | $776K | Buy |
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|
2024
Q2 | $751K | Hold |
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|
2024
Q1 | $691K | Sell |
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|
2023
Q4 | $633K | Sell |
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|
2023
Q3 | $576K | Sell |
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|
2023
Q2 | $610K | Sell |
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|
2023
Q1 | $541K | Buy |
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|
2022
Q4 | $461K | Sell |
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|
2022
Q3 | $580K | Buy |
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|
2022
Q2 | $598K | Sell |
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|
2022
Q1 | $845K | Sell |
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|
2021
Q4 | $949K | Sell |
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|
2021
Q3 | $884K | Sell |
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|
2021
Q2 | $890K | Sell |
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|
2021
Q1 | $834K | Buy |
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|
2020
Q4 | $825K | Sell |
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|
2020
Q3 | $761K | Buy |
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|
2020
Q2 | $519K | Sell |
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|
2020
Q1 | $471K | Sell |
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|
2019
Q4 | $602K | Buy |
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|
2019
Q3 | $542K | Sell |
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|
2019
Q2 | $551K | Sell |
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|
2019
Q1 | $545K | Buy |
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|
2018
Q4 | $463K | Buy |
|