Oldfather Financial Services’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 | $412K | Buy |
|
|||||
|
2025
Q2 | $328K | Buy |
|
|||||
|
2025
Q1 | $280K | Sell |
|
|||||
|
2024
Q4 | $322K | Buy |
|
|||||
|
2024
Q3 | $300K | Hold |
|
|||||
|
2024
Q2 | $291K | Sell |
|
|||||
|
2024
Q1 | $286K | Hold |
|
|||||
|
2023
Q4 | $256K | Buy |
|
|||||
|
2023
Q3 | $224K | Hold |
|
|||||
|
2023
Q2 | $231K | Hold |
|
|||||
|
2023
Q1 | $201K | Buy |
|