Orion Portfolio Solutions’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
Q1 | $12M | Buy |
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2024
Q4 | $3.36M | Buy |
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2024
Q3 | $3.05M | Buy |
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|
2024
Q2 | $2.48M | Buy |
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|
2024
Q1 | $1.69M | Sell |
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|
2023
Q4 | $1.62M | Sell |
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|
2023
Q3 | $2.33M | Buy |
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|
2023
Q2 | $2.36M | Buy |
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|
2023
Q1 | $1.24M | Buy |
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|
2022
Q4 | $976K | Buy |
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|
2022
Q3 | $365K | Buy |
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|
2022
Q2 | $306K | Sell |
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|
2022
Q1 | $415K | Sell |
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|
2021
Q4 | $610K | Buy |
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|
2021
Q3 | $502K | Buy |
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|
2021
Q2 | $299K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $69K | Hold |
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|
2020
Q1 | $54K | Sell |
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|
2019
Q4 | $75K | Buy |
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