Patriot Financial Group Insurance Agency’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 | $8.55M | Sell |
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|
2025
Q2 | $12.5M | Sell |
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|
2025
Q1 | $11M | Sell |
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|
2024
Q4 | $12.8M | Sell |
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|
2024
Q3 | $16.5M | Buy |
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|
2024
Q2 | $15.4M | Sell |
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|
2024
Q1 | $14.2M | Sell |
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|
2023
Q4 | $14.8M | Sell |
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|
2023
Q3 | $13.1M | Buy |
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|
2023
Q2 | $13.2M | Buy |
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|
2023
Q1 | $11.3M | Sell |
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|
2022
Q4 | $10.6M | Buy |
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|
2022
Q3 | $10.4M | Buy |
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|
2022
Q2 | $9.6M | Buy |
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|
2022
Q1 | $11.3M | Buy |
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|
2021
Q4 | $11.3M | Buy |
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|
2021
Q3 | $9.68M | Buy |
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|
2021
Q2 | $6.33M | Sell |
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|
2021
Q1 | $9.58M | Buy |
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|
2020
Q4 | $9.3M | Buy |
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|
2020
Q3 | $8.2M | Buy |
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|
2020
Q2 | $7.04M | Buy |
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|
2020
Q1 | $5.51M | Buy |
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|
2019
Q4 | $6.42M | Buy |
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|
2019
Q3 | $5.77M | Buy |
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|
2019
Q2 | $534K | Sell |
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|
2019
Q1 | $8.16M | Buy |
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|
2018
Q4 | $7.07M | Buy |
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|
2018
Q3 | $7.8M | Sell |
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|
2018
Q2 | $7.75M | Buy |
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|
2018
Q1 | $1.47M | Buy |
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|
2017
Q4 | $1.3M | Buy |
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|
2017
Q3 | $1.03M | Buy |
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|
2017
Q2 | $759K | Buy |
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|
2017
Q1 | $460K | Buy |
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|
2016
Q4 | $241K | Buy |
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