Pinnacle Associates’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 | $760K | Buy |
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|
2025
Q1 | $347K | Buy |
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|
2024
Q4 | $360K | Sell |
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|
2024
Q3 | $281K | Sell |
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|
2024
Q2 | $343K | Buy |
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|
2024
Q1 | $313K | Sell |
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|
2023
Q4 | $281K | Sell |
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|
2023
Q3 | $251K | Sell |
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|
2023
Q2 | $260K | Buy |
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|
2023
Q1 | $225K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $312K | Hold |
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|
2021
Q4 | $341K | Buy |
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|
2021
Q3 | $308K | Sell |
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|
2021
Q2 | $305K | Sell |
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|
2021
Q1 | $275K | Buy |
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|
2020
Q4 | $264K | Buy |
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|
2020
Q3 | $228K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $365K | Buy |
|