OneDigital 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 | $212M | Sell |
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|
2025
Q1 | $208M | Buy |
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|
2024
Q4 | $229M | Sell |
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|
2024
Q3 | $225M | Sell |
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|
2024
Q2 | $221M | Buy |
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|
2024
Q1 | $113M | Buy |
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|
2023
Q4 | $48.8M | Sell |
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|
2023
Q3 | $46.5M | Sell |
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|
2023
Q2 | $51.1M | Sell |
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|
2023
Q1 | $50M | Sell |
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|
2022
Q4 | $45.1M | Sell |
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|
2022
Q3 | $56M | Sell |
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|
2022
Q2 | $61.7M | Sell |
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|
2022
Q1 | $81.8M | Buy |
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|
2021
Q4 | $86.5M | Buy |
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|
2021
Q3 | $76.3M | Buy |
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|
2021
Q2 | $72.3M | Buy |
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|
2021
Q1 | $58.2M | Buy |
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|
2020
Q4 | $55.1M | Sell |
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|
2020
Q3 | $49.7M | Sell |
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|
2020
Q2 | $45.4M | Buy |
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|
2020
Q1 | $34M | Sell |
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|
2019
Q4 | $41.2M | Buy |
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|
2019
Q3 | $32.6M | Sell |
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|
2019
Q2 | $55.4M | Buy |
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|
2019
Q1 | $24M | Buy |
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|
2018
Q4 | $19M | Sell |
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|
2018
Q3 | $24.8M | Buy |
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|
2018
Q2 | $22.2M | Buy |
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|
2018
Q1 | $20.2M | Buy |
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|
2017
Q4 | $16.7M | Buy |
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|
2017
Q3 | $15M | Buy |
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|
2017
Q2 | $13.5M | Buy |
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