Merit Financial 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
Q3 | $58.5M | Sell |
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|
2025
Q2 | $56M | Buy |
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|
2025
Q1 | $20.7M | Buy |
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|
2024
Q4 | $4.07M | Buy |
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|
2024
Q3 | $1.21M | Buy |
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|
2024
Q2 | $807K | Sell |
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|
2024
Q1 | $735K | Buy |
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|
2023
Q4 | $457K | Sell |
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|
2023
Q3 | $411K | Sell |
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|
2023
Q2 | $1.15M | Buy |
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|
2023
Q1 | $361K | Sell |
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|
2022
Q4 | $317K | Buy |
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|
2022
Q3 | $262K | Sell |
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|
2022
Q2 | $333K | Buy |
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|
2022
Q1 | $312K | Buy |
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|
2021
Q4 | $275K | Hold |
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|
2021
Q3 | $248K | Hold |
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|
2021
Q2 | $245K | Buy |
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