Perigon Wealth 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
Q3 | $27.2M | Buy |
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|
2025
Q2 | $23.3M | Buy |
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|
2025
Q1 | $19.2M | Buy |
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|
2024
Q4 | $19.8M | Buy |
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|
2024
Q3 | $17.7M | Sell |
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|
2024
Q2 | $27.9M | Sell |
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|
2024
Q1 | $25.9M | Buy |
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|
2023
Q4 | $22.8M | Buy |
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|
2023
Q3 | $19.2M | Sell |
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|
2023
Q2 | $19.9M | Buy |
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|
2023
Q1 | $10.6M | Buy |
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|
2022
Q4 | $7.98M | Buy |
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|
2022
Q3 | $7.16M | Buy |
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|
2022
Q2 | $6.79M | Buy |
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|
2022
Q1 | $5M | Buy |
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|
2021
Q4 | $4.52M | Buy |
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|
2021
Q3 | $3.76M | Buy |
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|
2021
Q2 | $3.53M | Buy |
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|
2021
Q1 | $2.79M | Buy |
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|
2020
Q4 | $2.63M | Buy |
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|
2020
Q3 | $2.27M | Buy |
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|
2020
Q2 | $1.92M | Buy |
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|
2020
Q1 | $1.58M | Buy |
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|
2019
Q4 | $1.7M | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $3K | Buy |
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|
2016
Q3 | – | Sell |
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|
2016
Q2 | $33K | Hold |
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|
2016
Q1 | $33K | Buy |
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