MBA 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 | $9.47M | Buy |
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|
2025
Q1 | $7.84M | Buy |
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|
2024
Q4 | $8.65M | Buy |
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|
2024
Q3 | $7.96M | Sell |
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|
2024
Q2 | $7.73M | Sell |
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|
2024
Q1 | $7.34M | Sell |
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|
2023
Q4 | $7.26M | Buy |
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|
2023
Q3 | $6.27M | Buy |
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|
2023
Q2 | $6.05M | Buy |
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|
2023
Q1 | $3.31M | Buy |
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|
2022
Q4 | $2.69M | Sell |
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|
2022
Q3 | $2.81M | Buy |
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|
2022
Q2 | $2.87M | Buy |
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|
2022
Q1 | $3.51M | Buy |
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|
2021
Q4 | $3.68M | Sell |
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|
2021
Q3 | $3.37M | Sell |
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|
2021
Q2 | $3.33K | Sell |
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|
2021
Q1 | $3.07K | Buy |
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