Moneta Group Investment 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 | $168M | Buy |
|
|||||
|
2025
Q1 | $133M | Buy |
|
|||||
|
2024
Q4 | $134M | Sell |
|
|||||
|
2024
Q3 | $127M | Buy |
|
|||||
|
2024
Q2 | $120M | Buy |
|
|||||
|
2024
Q1 | $110M | Buy |
|
|||||
|
2023
Q4 | $74.3M | Buy |
|
|||||
|
2023
Q3 | $62.1M | Buy |
|
|||||
|
2023
Q2 | $63.7M | Buy |
|
|||||
|
2023
Q1 | $51.8M | Buy |
|
|||||
|
2022
Q4 | $38.8M | Buy |
|
|||||
|
2022
Q3 | $31.8M | Sell |
|
|||||
|
2022
Q2 | $33.9M | Buy |
|
|||||
|
2022
Q1 | $25.3M | Buy |
|
|||||
|
2021
Q4 | $23M | Buy |
|
|||||
|
2021
Q3 | $20.1M | Buy |
|
|||||
|
2021
Q2 | $17.3M | Buy |
|
|||||
|
2021
Q1 | $14.1M | Buy |
|
|||||
|
2020
Q4 | $13.3M | Sell |
|
|||||
|
2020
Q3 | $11.9M | Buy |
|
|||||
|
2020
Q2 | $9.69M | Sell |
|
|||||
|
2020
Q1 | $7.63M | Buy |
|
|||||
|
2019
Q4 | $5.58M | Buy |
|
|||||
|
2019
Q3 | $4.52M | Buy |
|
|||||
|
2019
Q2 | $3.89M | Buy |
|
|||||
|
2019
Q1 | $2.04M | Buy |
|
|||||
|
2018
Q4 | $1.74M | Buy |
|
|||||
|
2018
Q3 | $1.41M | Buy |
|
|||||
|
2018
Q2 | $1.21M | Buy |
|
|||||
|
2018
Q1 | $181K | Buy |
|
|||||
|
2017
Q4 | $122K | Buy |
|