Lloyd 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.7M | Buy |
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|
2025
Q1 | – | Sell |
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|
2024
Q4 | $1.86M | Buy |
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|
2024
Q3 | $1.72M | Sell |
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|
2024
Q2 | $1.83M | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $1.92M | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $1K | Sell |
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|
2021
Q4 | $52K | Buy |
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|
2021
Q3 | $42K | Sell |
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|
2021
Q2 | $3.25M | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $3K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $2K | Buy |
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