Lederer & Associates Investment Counsel’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 | $1.4M | Buy |
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|
2025
Q2 | $716K | Sell |
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|
2025
Q1 | $620K | Buy |
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|
2024
Q4 | $667K | Buy |
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|
2024
Q3 | $620K | Sell |
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|
2024
Q2 | $711K | Sell |
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|
2024
Q1 | $666K | Sell |
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|
2023
Q4 | $650K | Buy |
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|
2023
Q3 | $561K | Buy |
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|
2023
Q2 | $554K | Sell |
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|
2023
Q1 | $556K | Sell |
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|
2022
Q4 | $491K | Buy |
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|
2022
Q3 | $457K | Sell |
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|
2022
Q2 | $478K | Sell |
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|
2022
Q1 | $708K | Sell |
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|
2021
Q4 | $1.02M | Buy |
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|
2021
Q3 | $775K | Sell |
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|
2021
Q2 | $790K | Sell |
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|
2021
Q1 | $707K | Sell |
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|
2020
Q4 | $772K | Sell |
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|
2020
Q3 | $741K | Buy |
|