Modus 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 | $1.45M | Sell |
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|
2025
Q1 | $1.24M | Sell |
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|
2024
Q4 | $1.46M | Sell |
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|
2024
Q3 | $1.42M | Sell |
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|
2024
Q2 | $1.52M | Sell |
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|
2024
Q1 | $1.54M | Sell |
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|
2023
Q4 | $1.54M | Sell |
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|
2023
Q3 | $1.37M | Sell |
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|
2023
Q2 | $1.43M | Sell |
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|
2023
Q1 | $1.35M | Sell |
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|
2022
Q4 | $1.28M | Sell |
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|
2022
Q3 | $4.37M | Buy |
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|
2022
Q2 | $4.21M | Sell |
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|
2022
Q1 | $5.62M | Sell |
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|
2021
Q4 | $8.2M | Sell |
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|
2021
Q3 | $7.83M | Sell |
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|
2021
Q2 | $8.06M | Sell |
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|
2021
Q1 | $7.28M | Buy |
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|
2020
Q4 | $7.19M | Buy |
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|
2020
Q3 | $6.17M | Buy |
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|
2020
Q2 | $4.17M | Buy |
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