McCarthy 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 | $11M | Buy |
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|
2025
Q2 | $9.93M | Sell |
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|
2025
Q1 | $8.99M | Sell |
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|
2024
Q4 | $10.1M | Sell |
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|
2024
Q3 | $10.1M | Buy |
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|
2024
Q2 | $9.69M | Buy |
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|
2024
Q1 | $7.62M | Buy |
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|
2023
Q4 | $6.76M | Buy |
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|
2023
Q3 | $4.9M | Sell |
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|
2023
Q2 | $5.25M | Sell |
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|
2023
Q1 | $5.27M | Sell |
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|
2022
Q4 | $4.58M | Sell |
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|
2022
Q3 | $4.78M | Sell |
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|
2022
Q2 | $5.26M | Sell |
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|
2022
Q1 | $7.16M | Sell |
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|
2021
Q4 | $8.15M | Buy |
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|
2021
Q3 | $6.57M | Buy |
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|
2021
Q2 | $6.35M | Sell |
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|
2021
Q1 | $5.82M | Buy |
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|
2020
Q4 | $5.58M | Buy |
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