Pinkerton Retirement Specialists’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 | $276K | Hold |
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|
2025
Q1 | $237K | Sell |
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|
2024
Q4 | $265K | Sell |
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|
2024
Q3 | $266K | Sell |
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|
2024
Q2 | $266K | Buy |
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|
2024
Q1 | $245K | Buy |
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|
2023
Q4 | $219K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $9.16M | Sell |
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|
2020
Q3 | $9.52M | Sell |
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|
2020
Q2 | $11.1M | Buy |
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|
2020
Q1 | $4.24M | Sell |
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|
2019
Q4 | $5.93M | Sell |
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|
2019
Q3 | $6.16M | Buy |
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|
2019
Q2 | $5.46M | Buy |
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|
2019
Q1 | $3.35M | Sell |
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|
2018
Q4 | $6M | Buy |
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|
2018
Q3 | $6.94M | Buy |
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|
2018
Q2 | $2.98M | Buy |
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|
2018
Q1 | – | Hold |
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|
2017
Q4 | – | Hold |
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