Level Four Advisory Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $292K | Buy |
|
|||||
|
2023
Q3 | – | Sell |
|
|||||
|
2023
Q2 | $1.13M | Hold |
|
|||||
|
2023
Q1 | $980K | Buy |
|
|||||
|
2022
Q4 | $381K | Hold |
|
|||||
|
2022
Q3 | $382K | Hold |
|
|||||
|
2022
Q2 | $397K | Hold |
|
|||||
|
2022
Q1 | $513K | Hold |
|
|||||
|
2021
Q4 | $561K | Hold |
|
|||||
|
2021
Q3 | $507K | Sell |
|
|||||
|
2021
Q2 | $546K | Hold |
|
|||||
|
2021
Q1 | $486K | Hold |
|
|||||
|
2020
Q4 | $481K | Hold |
|
|||||
|
2020
Q3 | $431K | Buy |
|
|||||
|
2020
Q2 | $348K | Sell |
|
|||||
|
2020
Q1 | $278K | Buy |
|
|||||
|
2019
Q4 | $318K | Hold |
|
|||||
|
2019
Q3 | $288K | Hold |
|
|||||
|
2019
Q2 | $285K | Hold |
|
|||||
|
2019
Q1 | $272K | Hold |
|
|||||
|
2018
Q4 | $236K | Hold |
|
|||||
|
2018
Q3 | $281K | Hold |
|
|||||
|
2018
Q2 | $260K | Hold |
|
|||||
|
2018
Q1 | $246K | Hold |
|
|||||
|
2017
Q4 | $242K | Hold |
|
|||||
|
2017
Q3 | $226K | Hold |
|
|||||
|
2017
Q2 | $206K | Hold |
|
|||||
|
2017
Q1 | $206K | Sell |
|
|||||
|
2016
Q4 | $282K | Buy |
|