Legacy Financial Strategies’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 | $86.4M | Buy |
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|
2025
Q1 | $71.9M | Buy |
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|
2024
Q4 | $76.5M | Buy |
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|
2024
Q3 | $69.1M | Sell |
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|
2024
Q2 | $72.1M | Buy |
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|
2024
Q1 | $62.7M | Buy |
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|
2023
Q4 | $54.9M | Buy |
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|
2023
Q3 | $49.6M | Sell |
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|
2023
Q2 | $49.9M | Buy |
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|
2023
Q1 | $42.1M | Buy |
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|
2022
Q4 | $27.8M | Buy |
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|
2022
Q3 | $27.1M | Buy |
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|
2022
Q2 | $27M | Buy |
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|
2022
Q1 | $33.2M | Buy |
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|
2021
Q4 | $34.6M | Buy |
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|
2021
Q3 | $31.1M | Buy |
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|
2021
Q2 | $29.8M | Buy |
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|
2021
Q1 | $25.3M | Buy |
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|
2020
Q4 | $20.6M | Buy |
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|
2020
Q3 | $18.2M | Buy |
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|
2020
Q2 | $11.7M | Buy |
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|
2020
Q1 | $8.51M | Buy |
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|
2019
Q4 | $8.22M | Buy |
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|
2019
Q3 | $6.27M | Buy |
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|
2019
Q2 | $4.98M | Buy |
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|
2019
Q1 | $4.12M | Buy |
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|
2018
Q4 | $2.55M | Buy |
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|
2018
Q3 | $300K | Sell |
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|
2018
Q2 | $675K | Sell |
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|
2018
Q1 | $768K | Sell |
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|
2017
Q4 | $787K | Buy |
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