Oxford 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 | $1.51M | Buy |
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|
2025
Q1 | $1.3M | Buy |
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|
2024
Q4 | $1.44M | Buy |
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|
2024
Q3 | $1.33M | Sell |
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|
2024
Q2 | $1.3M | Buy |
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|
2024
Q1 | $1.17M | Hold |
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|
2023
Q4 | $1.04M | Hold |
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|
2023
Q3 | $916K | Sell |
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|
2023
Q2 | $980K | Hold |
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|
2023
Q1 | $852K | Sell |
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|
2022
Q4 | $732K | Sell |
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|
2022
Q3 | $1.35M | Buy |
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|
2022
Q2 | $1.26M | Hold |
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|
2022
Q1 | $1.63M | Hold |
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|
2021
Q4 | $1.78M | Hold |
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|
2021
Q3 | $1.61M | Buy |
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