Pathway Financial 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
Q3 | $538K | Buy |
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|
2025
Q2 | $493K | Buy |
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|
2025
Q1 | $422K | Buy |
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|
2024
Q4 | $468K | Hold |
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|
2024
Q3 | $437K | Sell |
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|
2024
Q2 | $484K | Hold |
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|
2024
Q1 | $445K | Hold |
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|
2023
Q4 | $398K | Buy |
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|
2023
Q3 | $305K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $516K | Buy |
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|
2022
Q2 | $524K | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $50K | Buy |
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|
2018
Q1 | $46K | Buy |
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|
2017
Q4 | $5K | Buy |
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