Moneywise Inc’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 | $548K | Buy |
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|
2025
Q2 | $501K | Buy |
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|
2025
Q1 | $430K | Buy |
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|
2024
Q4 | $478K | Buy |
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|
2024
Q3 | $447K | Sell |
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|
2024
Q2 | $434K | Hold |
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|
2024
Q1 | $399K | Buy |
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|
2023
Q4 | $357K | Sell |
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|
2023
Q3 | $328K | Buy |
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|
2023
Q2 | $338K | Sell |
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|
2023
Q1 | $300K | Sell |
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|
2022
Q4 | $256K | Buy |
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|
2022
Q3 | $257K | Buy |
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|
2022
Q2 | $267K | Buy |
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|
2022
Q1 | $345K | Sell |
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|
2021
Q4 | $425K | Sell |
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|
2021
Q3 | $428K | Buy |
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|
2021
Q2 | $400K | Buy |
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|
2021
Q1 | $356K | Sell |
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|
2020
Q4 | $373K | Buy |
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|
2020
Q3 | $334K | Buy |
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|
2020
Q2 | $294K | Sell |
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|
2020
Q1 | $251K | Sell |
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|
2019
Q4 | $282K | Sell |
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|
2019
Q3 | $311K | Sell |
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|
2019
Q2 | $313K | Sell |
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|
2019
Q1 | $273K | Sell |
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|
2018
Q4 | $263K | Buy |
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|
2018
Q3 | $312K | Buy |
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|
2018
Q2 | $288K | Hold |
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|
2018
Q1 | $273K | Sell |
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|
2017
Q4 | $305K | Sell |
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|
2017
Q3 | $294K | Sell |
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|
2017
Q2 | $336K | Sell |
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|
2017
Q1 | $340K | Sell |
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|
2016
Q4 | $323K | Buy |
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|
2016
Q3 | $284K | Buy |
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