L. Roy Papp & 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 | $673K | Sell |
|
|||||
|
2025
Q2 | $655K | Sell |
|
|||||
|
2025
Q1 | $574K | Sell |
|
|||||
|
2024
Q4 | $681K | Sell |
|
|||||
|
2024
Q3 | $640K | Sell |
|
|||||
|
2024
Q2 | $649K | Sell |
|
|||||
|
2024
Q1 | $609K | Sell |
|
|||||
|
2023
Q4 | $585K | Sell |
|
|||||
|
2023
Q3 | $520K | Sell |
|
|||||
|
2023
Q2 | $539K | Hold |
|
|||||
|
2023
Q1 | $469K | Hold |
|
|||||
|
2022
Q4 | $400K | Hold |
|
|||||
|
2022
Q3 | $401K | Hold |
|
|||||
|
2022
Q2 | $417K | Hold |
|
|||||
|
2022
Q1 | $538K | Sell |
|
|||||
|
2021
Q4 | $633K | Sell |
|
|||||
|
2021
Q3 | $580K | Sell |
|
|||||
|
2021
Q2 | $608K | Sell |
|
|||||
|
2021
Q1 | $549K | Sell |
|
|||||
|
2020
Q4 | $612K | Sell |
|
|||||
|
2020
Q3 | $580K | Sell |
|
|||||
|
2020
Q2 | $581K | Sell |
|
|||||
|
2020
Q1 | $495K | Sell |
|
|||||
|
2019
Q4 | $595K | Sell |
|
|||||
|
2019
Q3 | $568K | Sell |
|
|||||
|
2019
Q2 | $627K | Buy |
|
|||||
|
2019
Q1 | $492K | Sell |
|
|||||
|
2018
Q4 | $469K | Sell |
|
|||||
|
2018
Q3 | $576K | Sell |
|
|||||
|
2018
Q2 | $971K | Buy |
|
|||||
|
2018
Q1 | $882K | Sell |
|
|||||
|
2017
Q4 | $1.05M | Buy |
|
|||||
|
2017
Q3 | – | Sell |
|
|||||
|
2017
Q2 | $1.3M | Buy |
|
|||||
|
2017
Q1 | – | Sell |
|
|||||
|
2016
Q4 | $834K | Buy |
|
|||||
|
2016
Q3 | $797K | Sell |
|
|||||
|
2016
Q2 | $778K | Sell |
|
|||||
|
2016
Q1 | $918K | Buy |
|
|||||
|
2015
Q4 | $918K | Sell |
|
|||||
|
2015
Q3 | $870K | Buy |
|
|||||
|
2015
Q2 | $925K | Buy |
|
|||||
|
2015
Q1 | $860K | Hold |
|
|||||
|
2014
Q4 | $827K | Hold |
|
|||||
|
2014
Q3 | $785K | Buy |
|
|||||
|
2014
Q2 | $760K | Sell |
|
|||||
|
2014
Q1 | $748K | Sell |
|
|||||
|
2013
Q4 | $773K | Buy |
|
|||||
|
2013
Q3 | $609K | Hold |
|
|||||
|
2013
Q2 | $565K | Buy |
|