Lido 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 | $15.2M | Sell |
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|
2025
Q1 | $67.6M | Buy |
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|
2024
Q4 | $68.9M | Buy |
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|
2024
Q3 | $4.43M | Sell |
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|
2024
Q2 | $4.61M | Sell |
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|
2024
Q1 | $4.79M | Sell |
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|
2023
Q4 | $19.1M | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $2.3M | Buy |
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|
2023
Q1 | $760K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $252K | Hold |
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|
2022
Q1 | $325K | Hold |
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|
2021
Q4 | $358K | Buy |
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|
2021
Q3 | $230K | Sell |
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|
2021
Q2 | $230K | Sell |
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|
2021
Q1 | $214K | Sell |
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|
2020
Q4 | $212K | Buy |
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