LVW 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 | $23.5M | Buy |
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|
2025
Q1 | $19.9M | Buy |
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|
2024
Q4 | $18.6M | Sell |
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|
2024
Q3 | $17.4M | Buy |
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|
2024
Q2 | $16.7M | Buy |
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|
2024
Q1 | $14.4M | Sell |
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|
2023
Q4 | $14.6M | Sell |
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|
2023
Q3 | $13M | Sell |
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|
2023
Q2 | $16M | Buy |
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|
2023
Q1 | $13.9M | Buy |
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|
2022
Q4 | $10.8M | Buy |
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|
2022
Q3 | $10.6M | Sell |
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|
2022
Q2 | $11.1M | Sell |
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|
2022
Q1 | $14.5M | Sell |
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|
2021
Q4 | $16.2M | Sell |
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|
2021
Q3 | $15.7M | Sell |
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|
2021
Q2 | $16.4M | Buy |
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|
2021
Q1 | $14.3M | Buy |
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|
2020
Q4 | $13.8M | Sell |
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|
2020
Q3 | $12.7M | Buy |
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|
2020
Q2 | $10.2M | Buy |
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|
2020
Q1 | $7.87M | Buy |
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|
2019
Q4 | $8.12M | Sell |
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|
2019
Q3 | $8.4M | Sell |
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|
2019
Q2 | $8.59M | Buy |
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|
2019
Q1 | $7.57M | Buy |
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|
2018
Q4 | $6.16M | Buy |
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|
2018
Q3 | $5.99M | Buy |
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|
2018
Q2 | $4.62M | Sell |
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|
2018
Q1 | $4.45M | Sell |
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|
2017
Q4 | $4.48M | Sell |
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|
2017
Q3 | $4.7M | Sell |
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|
2017
Q2 | $4.62M | Sell |
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|
2017
Q1 | $4.62M | Sell |
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|
2016
Q4 | $4.96M | Sell |
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|
2016
Q3 | $5.14M | Sell |
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|
2016
Q2 | $5.39M | Sell |
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|
2016
Q1 | $5.4M | Sell |
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|
2015
Q4 | $5.76M | Buy |
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|
2015
Q3 | $4.2M | Buy |
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|
2015
Q2 | $1.38M | Buy |
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|
2015
Q1 | $1.31M | Buy |
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|
2014
Q4 | $476K | Buy |
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