Raymond James Trust’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $1.22M | Buy |
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|
2024
Q2 | $1.07M | Hold |
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|
2024
Q1 | $981K | Buy |
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|
2023
Q4 | $856K | Buy |
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|
2023
Q3 | $535K | Buy |
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|
2023
Q2 | $466K | Hold |
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|
2023
Q1 | $405K | Hold |
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|
2022
Q4 | $345K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $212K | Sell |
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|
2021
Q3 | $250K | Hold |
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|
2021
Q2 | $247K | Hold |
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|
2021
Q1 | $219K | Hold |
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|
2020
Q4 | $217K | Buy |
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