MAI Capital Management’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 | $65.8M | Buy |
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|
2025
Q1 | $56.4M | Buy |
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|
2024
Q4 | $62.4M | Buy |
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|
2024
Q3 | $54.1M | Buy |
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|
2024
Q2 | $52.3M | Buy |
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|
2024
Q1 | $46.5M | Buy |
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|
2023
Q4 | $41M | Sell |
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|
2023
Q3 | $36.4M | Buy |
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|
2023
Q2 | $4.49M | Sell |
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|
2023
Q1 | $4.08M | Sell |
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|
2022
Q4 | $3.51M | Sell |
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|
2022
Q3 | $3.88M | Sell |
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|
2022
Q2 | $4.35M | Sell |
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|
2022
Q1 | $5.67M | Sell |
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|
2021
Q4 | $6.36M | Sell |
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|
2021
Q3 | $6.08M | Sell |
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|
2021
Q2 | $6.52M | Buy |
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|
2021
Q1 | $815K | Buy |
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|
2020
Q4 | $685K | Buy |
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