Marotta Asset 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
Q3
$1.31M Sell
2025
Q2
$1.21M Buy
2025
Q1
$1.24M Sell
2024
Q4
$1.27M Sell
2024
Q3
$1.24M Sell
2024
Q2
$1.44M Sell
2024
Q1
$1.32M Sell
2023
Q4
$1.23M Sell
2023
Q3
$1.09M Sell
2023
Q2
$1.18M Buy
2022
Q4
$923K Sell
2022
Q3
$964K Sell
2022
Q2
$1.1M Sell
2022
Q1
$1.62M Sell
2021
Q4
$2.1M Sell
2021
Q3
$1.96M Buy
2021
Q2
$1.86M Sell
2021
Q1
$1.7M Buy
2020
Q4
$1.61M Sell
2020
Q3
$1.66M Sell
2020
Q2
$2.99M Sell
2020
Q1
$2.73M Buy
2019
Q4
$3.23M Buy