Pittenger & Anderson Inc’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $228K | Hold |
7,812
| – | – | 0.01% | 211 |
|
|
2025
Q1 | $196K | Hold |
7,812
| – | – | 0.01% | 216 |
|
|
2024
Q4 | $218K | Hold |
7,812
| – | – | 0.01% | 219 |
|
|
2024
Q3 | $203K | Hold |
7,812
| – | – | 0.01% | 230 |
|
|
2024
Q2 | $197K | Hold |
7,812
| – | – | 0.01% | 225 |
|
|
2024
Q1 | $181K | Hold |
7,812
| – | – | 0.01% | 231 |
|
|
2023
Q4 | $162K | Hold |
7,812
| – | – | 0.01% | 229 |
|
|
2023
Q3 | $142K | Hold |
7,812
| – | – | 0.01% | 214 |
|
|
2023
Q2 | $146K | Hold |
7,812
| – | – | 0.01% | 221 |
|
|
2023
Q1 | $127K | Buy |
7,812
+1,400
| +22% | +$22.8K | 0.01% | 229 |
|
|
2022
Q4 | $89.1K | Sell |
6,412
-4,160
| -39% | -$57.8K | ﹤0.01% | 246 |
|
|
2022
Q3 | $148K | Buy |
10,572
+4,160
| +65% | +$58.2K | 0.01% | 212 |
|
|
2022
Q2 | $93K | Sell |
6,412
-2,700
| -30% | -$39.2K | 0.01% | 239 |
|
|
2022
Q1 | $170K | Hold |
9,112
| – | – | 0.01% | 223 |
|
|
2021
Q4 | $187K | Sell |
9,112
-592
| -6% | -$12.1K | 0.01% | 218 |
|
|
2021
Q3 | $180K | Sell |
9,704
-600
| -6% | -$11.1K | 0.01% | 212 |
|
|
2021
Q2 | $188K | Sell |
10,304
-240
| -2% | -$4.38K | 0.01% | 206 |
|
|
2021
Q1 | $171K | Sell |
10,544
-1,600
| -13% | -$25.9K | 0.01% | 210 |
|
|
2020
Q4 | $195K | Sell |
12,144
-2,184
| -15% | -$35.1K | 0.01% | 197 |
|
|
2020
Q3 | $206K | Buy |
14,328
+1,744
| +14% | +$25.1K | 0.01% | 187 |
|
|
2020
Q2 | $160K | Hold |
12,584
| – | – | 0.01% | 200 |
|
|
2020
Q1 | $125K | Sell |
12,584
-1,600
| -11% | -$15.9K | 0.01% | 205 |
|
|
2019
Q4 | $165K | Buy |
14,184
+5,832
| +70% | +$67.8K | 0.01% | 224 |
|
|
2019
Q3 | $88K | Sell |
8,352
-400
| -5% | -$4.22K | 0.01% | 247 |
|
|
2019
Q2 | $91K | Hold |
8,752
| – | – | 0.01% | 239 |
|
|
2019
Q1 | $87K | Hold |
8,752
| – | – | 0.01% | 238 |
|
|
2018
Q4 | $75K | Sell |
8,752
-360
| -4% | -$3.09K | 0.01% | 240 |
|
|
2018
Q3 | $93K | Hold |
9,112
| – | – | 0.01% | 241 |
|
|
2018
Q2 | $86K | Hold |
9,112
| – | – | 0.01% | 243 |
|
|
2018
Q1 | $82K | Hold |
9,112
| – | – | 0.01% | 246 |
|
|
2017
Q4 | $81K | Buy |
9,112
+6,152
| +208% | +$54.7K | 0.01% | 249 |
|
|
2017
Q3 | $24K | Hold |
2,960
| – | – | ﹤0.01% | 304 |
|
|
2017
Q2 | $23K | Hold |
2,960
| – | – | ﹤0.01% | 309 |
|
|
2017
Q1 | $22K | Hold |
2,960
| – | – | ﹤0.01% | 295 |
|
|
2016
Q4 | $21K | Hold |
2,960
| – | – | ﹤0.01% | 313 |
|
|
2016
Q3 | $21K | Hold |
2,960
| – | – | ﹤0.01% | 306 |
|
|
2016
Q2 | $19K | Hold |
2,960
| – | – | ﹤0.01% | 302 |
|
|
2016
Q1 | $19K | Hold |
2,960
| – | – | ﹤0.01% | 333 |
|
|
2015
Q4 | $20K | Buy |
2,960
+600
| +25% | +$4.05K | ﹤0.01% | 348 |
|
|
2015
Q3 | $15K | Buy |
2,360
+160
| +7% | +$1.02K | ﹤0.01% | 376 |
|
|
2015
Q2 | $15K | Hold |
2,200
| – | – | ﹤0.01% | 367 |
|
|
2015
Q1 | $15K | Hold |
2,200
| – | – | ﹤0.01% | 367 |
|
|
2014
Q4 | $14K | Buy |
2,200
+200
| +10% | +$1.27K | ﹤0.01% | 367 |
|
|
2014
Q3 | $12K | Buy |
+2,000
| New | +$12K | ﹤0.01% | 343 |
|