OA
Operose Advisors’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $255K | Buy |
8,725
+3
| +0% | +$88 | 0.07% | 111 |
|
|
2025
Q1 | $218K | Buy |
8,722
+3
| +0% | +$75 | 0.07% | 113 |
|
|
2024
Q4 | $243K | Buy |
8,719
+6,540
| +300% | +$182K | 0.08% | 109 |
|
|
2024
Q3 | $227K | Buy |
2,179
+1
| +0% | +$104 | 0.07% | 129 |
|
|
2024
Q2 | $220K | Hold |
2,178
| – | – | 0.08% | 126 |
|
|
2024
Q1 | $202K | Buy |
2,178
+678
| +45% | +$62.9K | 0.07% | 150 |
|
|
2023
Q4 | $124K | Hold |
1,500
| – | – | 0.05% | 143 |
|
|
2023
Q3 | $109K | Buy |
+1,500
| New | +$109K | 0.04% | 199 |
|