Modera Wealth 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
Q2 | $28.8M | Sell |
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|
2025
Q1 | $24.7M | Sell |
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|
2024
Q4 | $28.5M | Sell |
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|
2024
Q3 | $27M | Sell |
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|
2024
Q2 | $26.4M | Sell |
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|
2024
Q1 | $24.7M | Sell |
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|
2023
Q4 | $23.6M | Sell |
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|
2023
Q3 | $21.2M | Sell |
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|
2023
Q2 | $22.6M | Buy |
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|
2023
Q1 | $470K | Buy |
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|
2022
Q4 | $401K | Buy |
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|
2022
Q3 | $402K | Buy |
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|
2022
Q2 | $418K | Buy |
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|
2022
Q1 | $539K | Buy |
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|
2021
Q4 | $590K | Buy |
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|
2021
Q3 | $386K | Hold |
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|
2021
Q2 | $380K | Hold |
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|
2021
Q1 | $338K | Hold |
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|
2020
Q4 | $335K | Hold |
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|
2020
Q3 | $300K | Hold |
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|
2020
Q2 | $265K | Hold |
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|
2020
Q1 | $207K | Hold |
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|
2019
Q4 | $242K | Sell |
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|
2019
Q3 | $224K | Hold |
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|
2019
Q2 | $222K | Buy |
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|
2019
Q1 | $207K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $345K | Buy |
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