R.W. Roge & Company’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
Q3 | $2.3M | Sell |
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|
2025
Q2 | $2.13M | Sell |
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|
2025
Q1 | $1.93M | Buy |
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|
2024
Q4 | $1.49M | Sell |
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|
2024
Q3 | $1.41M | Sell |
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|
2024
Q2 | $1.39M | Sell |
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|
2024
Q1 | $1.32M | Sell |
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|
2023
Q4 | $1.22M | Sell |
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|
2023
Q3 | $1.04M | Sell |
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|
2023
Q2 | $1.12M | Sell |
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|
2023
Q1 | $1.07M | Sell |
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|
2022
Q4 | $1.08M | Sell |
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|
2022
Q3 | $1.08M | Sell |
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|
2022
Q2 | $1.14M | Sell |
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|
2022
Q1 | $1.69M | Sell |
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|
2021
Q4 | $1.67M | Sell |
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|
2021
Q3 | $1.89M | Sell |
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|
2021
Q2 | $1.87M | Sell |
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|
2021
Q1 | $1.7M | Sell |
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|
2020
Q4 | $1.82M | Sell |
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|
2020
Q3 | $1.78M | Sell |
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|
2020
Q2 | $1.52M | Sell |
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|
2020
Q1 | $1.26M | Sell |
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|
2019
Q4 | $1.5M | Buy |
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