Petra 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
Q2 | $2.27M | Buy |
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|
2025
Q1 | $1.19M | Sell |
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|
2024
Q4 | $1.87M | Sell |
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|
2024
Q3 | $1.93M | Sell |
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|
2024
Q2 | $1.91M | Sell |
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|
2024
Q1 | $1.77M | Sell |
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|
2023
Q4 | $1.62M | Buy |
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|
2023
Q3 | $1.42M | Buy |
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|
2023
Q2 | $1.05M | Buy |
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|
2023
Q1 | $333K | Sell |
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|
2022
Q4 | $568K | Buy |
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