Lutz Financial 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
Q2 | $565K | Sell |
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|
2025
Q1 | $705K | Buy |
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|
2024
Q4 | $782K | Hold |
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|
2024
Q3 | $731K | Hold |
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|
2024
Q2 | $708K | Hold |
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|
2024
Q1 | $651K | Hold |
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|
2023
Q4 | $582K | Hold |
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|
2023
Q3 | $510K | Sell |
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|
2023
Q2 | $547K | Hold |
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|
2023
Q1 | $475K | Buy |
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|
2022
Q4 | $405K | Sell |
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|
2022
Q3 | $426K | Buy |
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|
2022
Q2 | $423K | Sell |
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|
2022
Q1 | $561K | Hold |
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|
2021
Q4 | $614K | Buy |
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|
2021
Q3 | $555K | Sell |
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|
2021
Q2 | $559K | Hold |
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|
2021
Q1 | $497K | Buy |
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|
2020
Q4 | $492K | Buy |
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|
2020
Q3 | $441K | Hold |
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|
2020
Q2 | $389K | Sell |
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|
2020
Q1 | $348K | Sell |
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|
2019
Q4 | $414K | Buy |
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|
2019
Q3 | $374K | Buy |
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|
2019
Q2 | $370K | Hold |
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|
2019
Q1 | $354K | Sell |
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|
2018
Q4 | $370K | Buy |
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|
2018
Q3 | $386K | Buy |
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|
2018
Q2 | $338K | Sell |
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|
2018
Q1 | $325K | Buy |
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|
2017
Q4 | $320K | Buy |
|