Mather Group’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 | $1.24B | Buy |
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|
2025
Q1 | $1.01B | Buy |
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|
2024
Q4 | $1.09B | Buy |
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|
2024
Q3 | $1.02B | Buy |
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|
2024
Q2 | $842M | Buy |
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|
2024
Q1 | $745M | Sell |
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|
2023
Q4 | $749M | Sell |
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|
2023
Q3 | $685M | Sell |
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|
2023
Q2 | $714M | Sell |
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|
2023
Q1 | $621M | Buy |
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|
2022
Q4 | $495M | Buy |
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|
2022
Q3 | $432M | Buy |
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|
2022
Q2 | $421M | Buy |
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|
2022
Q1 | $511M | Buy |
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|
2021
Q4 | $523M | Buy |
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|
2021
Q3 | $456M | Buy |
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|
2021
Q2 | $427M | Buy |
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|
2021
Q1 | $342M | Buy |
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|
2020
Q4 | $290M | Buy |
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|
2020
Q3 | $253M | Buy |
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|
2020
Q2 | $210M | Buy |
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|
2020
Q1 | $151M | Buy |
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|
2019
Q4 | $167M | Buy |
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|
2019
Q3 | $140M | Buy |
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|
2019
Q2 | $130M | Buy |
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|
2019
Q1 | $115M | Buy |
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|
2018
Q4 | $88.1M | Buy |
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|
2018
Q3 | $96.6M | Buy |
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|
2018
Q2 | $64.2M | Buy |
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|
2018
Q1 | $31.4M | Buy |
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|
2017
Q4 | $25.6M | Buy |
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|
2017
Q3 | $19.6M | Buy |
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|
2017
Q2 | $13.6M | Buy |
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|
2017
Q1 | $6.95M | Buy |
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|
2016
Q4 | $1.08M | Buy |
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