Pennsylvania Capital Management’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 | $1.1M | Buy |
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|
2025
Q1 | $929K | Buy |
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|
2024
Q4 | $593K | Sell |
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|
2024
Q3 | $564K | Buy |
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|
2024
Q2 | $545K | Buy |
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|
2024
Q1 | $497K | Buy |
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|
2023
Q4 | $442K | Sell |
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|
2023
Q3 | $391K | Hold |
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|
2023
Q2 | $402K | Hold |
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|
2023
Q1 | $350K | Hold |
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|
2022
Q4 | $309K | Sell |
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|
2022
Q3 | $302K | Hold |
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|
2022
Q2 | $314K | Sell |
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|
2022
Q1 | $408K | Hold |
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|
2021
Q4 | $447K | Hold |
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|
2021
Q3 | $428K | Hold |
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|
2021
Q2 | $409K | Sell |
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|
2021
Q1 | $362K | Sell |
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|
2020
Q4 | $395K | Sell |
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|
2020
Q3 | $360K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $241K | Buy |
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