PSI 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 | – | Sell |
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|
2025
Q1 | $95.5K | Sell |
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|
2024
Q4 | $118K | Hold |
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|
2024
Q3 | $110K | Hold |
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|
2024
Q2 | $107K | Buy |
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|
2024
Q1 | $92.7K | Hold |
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|
2023
Q4 | $83K | Hold |
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|
2023
Q3 | $72.7K | Hold |
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|
2023
Q2 | $75K | Hold |
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|
2023
Q1 | $65.2K | Sell |
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|
2022
Q4 | $64.3K | Hold |
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|
2022
Q3 | $65K | Sell |
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|
2022
Q2 | $123K | Sell |
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|
2022
Q1 | $245K | Sell |
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|
2021
Q4 | $318K | Sell |
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|
2021
Q3 | $297K | Buy |
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|
2021
Q2 | $280K | Hold |
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|
2021
Q1 | $249K | Sell |
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|
2020
Q4 | $280K | Sell |
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|
2020
Q3 | $346K | Sell |
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|
2020
Q2 | $371K | Sell |
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|
2020
Q1 | $373K | Sell |
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|
2019
Q4 | $626K | Buy |
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