Plante Moran 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 | $547K | Sell |
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|
2025
Q1 | $477K | Sell |
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|
2024
Q4 | $748K | Sell |
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|
2024
Q3 | $700K | Buy |
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|
2024
Q2 | $544K | Buy |
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|
2024
Q1 | $365K | Buy |
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|
2023
Q4 | $141K | Hold |
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|
2023
Q3 | $123K | Hold |
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|
2023
Q2 | $127K | Hold |
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|
2023
Q1 | $111K | Sell |
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|
2022
Q4 | $167K | Buy |
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|
2022
Q3 | $136K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $8K | Hold |
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|
2021
Q4 | $9K | Hold |
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|
2021
Q3 | $8K | Hold |
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|
2021
Q2 | $8K | Hold |
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|
2021
Q1 | $7K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $14K | Hold |
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|
2019
Q2 | $13K | Hold |
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|
2019
Q1 | $13K | Hold |
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|
2018
Q4 | $11K | Hold |
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|
2018
Q3 | $13K | Buy |
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|
2016
Q3 | – | Sell |
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|
2016
Q2 | $26K | Buy |
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