Pinnacle Family 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 | $6.13M | Buy |
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|
2025
Q1 | $4.38M | Sell |
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|
2024
Q4 | $6.33M | Sell |
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|
2024
Q3 | $5.92M | Sell |
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|
2024
Q2 | $5.78M | Sell |
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|
2024
Q1 | $6.33M | Sell |
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|
2023
Q4 | $7.53M | Buy |
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|
2023
Q3 | $6.44M | Buy |
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|
2023
Q2 | $5.75M | Buy |
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|
2023
Q1 | $2.04M | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $307K | Sell |
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|
2019
Q4 | $1.03M | Sell |
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|
2019
Q3 | $956K | Sell |
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|
2019
Q2 | $1.3M | Sell |
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|
2019
Q1 | $1.3M | Sell |
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|
2018
Q4 | $1.88M | Sell |
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|
2018
Q3 | $2.64M | Buy |
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|
2018
Q2 | $958K | Buy |
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|
2018
Q1 | $759K | Sell |
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|
2017
Q4 | $1M | Sell |
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|
2017
Q3 | $1.8M | Buy |
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|
2017
Q2 | $1.11M | Buy |
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