Laurel Wealth Advisors (North Carolina)’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 | $3.85M | Buy |
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|
2025
Q1 | $94.8K | Buy |
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|
2024
Q4 | $105K | Sell |
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|
2024
Q3 | $101K | Buy |
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|
2024
Q2 | $81.1K | Buy |
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|
2024
Q1 | $73.6K | Hold |
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|
2023
Q4 | $65.9K | Sell |
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|
2023
Q3 | $58.1K | Hold |
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|
2023
Q2 | $59.9K | Sell |
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|
2023
Q1 | $56K | Buy |
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|
2022
Q4 | $46.6K | Sell |
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|
2022
Q3 | $49K | Buy |
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|
2022
Q2 | $46K | Buy |
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|
2022
Q1 | $46K | Buy |
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|
2021
Q4 | $42K | Hold |
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|
2021
Q3 | $38K | Sell |
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|
2021
Q2 | $49K | Sell |
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|
2021
Q1 | $46K | Hold |
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|
2020
Q4 | $45K | Hold |
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|
2020
Q3 | $41K | Sell |
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|
2020
Q2 | $45K | Hold |
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|
2020
Q1 | $35K | Buy |
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|
2019
Q4 | $33K | Sell |
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|
2019
Q3 | $33K | Hold |
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|
2019
Q2 | $32K | Hold |
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|
2019
Q1 | $31K | Sell |
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|
2018
Q4 | $36K | Buy |
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