MassMutual Private Wealth & Trust’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 | $1.8M | Buy |
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|
2025
Q2 | $1.49M | Buy |
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|
2025
Q1 | $1.18M | Sell |
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|
2024
Q4 | $1.57M | Buy |
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|
2024
Q3 | $1.31M | Buy |
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|
2024
Q2 | $1.17M | Sell |
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|
2024
Q1 | $1.23M | Sell |
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|
2023
Q4 | $1.5M | Buy |
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|
2023
Q3 | $1.02M | Buy |
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|
2023
Q2 | $1.04M | Buy |
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|
2023
Q1 | $535K | Buy |
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|
2022
Q4 | $274K | Buy |
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|
2022
Q3 | $132K | Buy |
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|
2022
Q2 | $124K | Buy |
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|
2022
Q1 | $101K | Buy |
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|
2021
Q4 | $86K | Buy |
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|
2021
Q3 | $56K | Hold |
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|
2021
Q2 | $55K | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $12K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $7K | Buy |
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