Omega Financial Group’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 | $366K | Sell |
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|
2025
Q1 | $320K | Sell |
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|
2024
Q4 | $389K | Sell |
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|
2024
Q3 | $368K | Sell |
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|
2024
Q2 | $375K | Sell |
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|
2024
Q1 | $350K | Sell |
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|
2023
Q4 | $317K | Sell |
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|
2023
Q3 | $335K | Sell |
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|
2023
Q2 | $359K | Buy |
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|
2023
Q1 | $307K | Buy |
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|
2022
Q4 | $260K | Buy |
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|
2022
Q3 | $219K | Sell |
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|
2022
Q2 | $255K | Sell |
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|
2022
Q1 | $381K | Sell |
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|
2021
Q4 | $472K | Sell |
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|
2021
Q3 | $550K | Sell |
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|
2021
Q2 | $791K | Sell |
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|
2021
Q1 | $962K | Buy |
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|
2020
Q4 | $918K | Sell |
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|
2020
Q3 | $846K | Sell |
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|
2020
Q2 | $848K | Sell |
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|
2020
Q1 | $692K | Sell |
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|
2019
Q4 | $932K | Buy |
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|
2019
Q3 | $803K | Buy |
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|
2019
Q2 | $775K | Buy |
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|
2019
Q1 | $548K | Buy |
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