Leavell Investment Management’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 | $4.22M | Sell |
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|
2025
Q2 | $3.89M | Sell |
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|
2025
Q1 | $3.33M | Sell |
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|
2024
Q4 | $3.73M | Buy |
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|
2024
Q3 | $3.4M | Buy |
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|
2024
Q2 | $2.69M | Buy |
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|
2024
Q1 | $2.36M | Buy |
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|
2023
Q4 | $1.99M | Buy |
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|
2023
Q3 | $913K | Buy |
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|
2023
Q2 | $915K | Buy |
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|
2023
Q1 | $706K | Sell |
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|
2022
Q4 | $624K | Sell |
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|
2022
Q3 | $671K | Sell |
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|
2022
Q2 | $709K | Sell |
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|
2022
Q1 | $1.07M | Sell |
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|
2021
Q4 | $1.2M | Buy |
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|
2021
Q3 | $707K | Buy |
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|
2021
Q2 | $445K | Hold |
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|
2021
Q1 | $445K | Sell |
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|
2020
Q4 | $442K | Buy |
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|
2020
Q3 | $385K | Buy |
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|
2020
Q2 | $317K | Buy |
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|
2020
Q1 | $249K | Sell |
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|
2019
Q4 | $291K | Buy |
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|
2019
Q3 | $210K | Sell |
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|
2019
Q2 | $216K | Buy |
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