NFP Retirement 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
Q2 | $4.14M | Sell |
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|
2025
Q1 | $3.96M | Sell |
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|
2024
Q4 | $4.46M | Sell |
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|
2024
Q3 | $4.38M | Sell |
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|
2024
Q2 | $4.27M | Buy |
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|
2024
Q1 | $3.84M | Sell |
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|
2023
Q4 | $3.7M | Sell |
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|
2023
Q3 | $3.73M | Buy |
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|
2023
Q2 | $3.84M | Sell |
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|
2023
Q1 | $3.35M | Buy |
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|
2022
Q4 | $2.84M | Sell |
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|
2022
Q3 | $5.98M | Buy |
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|
2022
Q2 | $6.18M | Buy |
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|
2022
Q1 | $7.09M | Buy |
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|
2021
Q4 | $7.13M | Buy |
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|
2021
Q3 | $6.39M | Sell |
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|
2021
Q2 | $6.49M | Sell |
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|
2021
Q1 | $11.4M | Buy |
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|
2020
Q4 | $1.9M | Buy |
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|
2020
Q3 | $1.24M | Buy |
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|
2020
Q2 | $391K | Buy |
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