LGT Financial Advisors’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 | $372K | Buy |
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|
2025
Q1 | $307K | Sell |
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|
2024
Q4 | $344K | Sell |
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|
2024
Q3 | $452K | Buy |
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|
2024
Q2 | $434K | Sell |
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|
2024
Q1 | $743K | Sell |
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|
2023
Q4 | $739K | Sell |
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|
2023
Q3 | $687K | Sell |
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|
2023
Q2 | $850K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $4.97K | Buy |
|