RE Dickinson Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $371M | Sell |
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|
2024
Q3 | $35.3M | Buy |
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|
2024
Q2 | $33.5M | Buy |
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|
2024
Q1 | $25.7M | Buy |
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|
2023
Q4 | $18.1M | Sell |
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|
2023
Q3 | $16M | Buy |
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|
2023
Q2 | $16.4M | Buy |
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|
2023
Q1 | $14.2M | Buy |
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|
2022
Q4 | $6.98M | Sell |
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|
2022
Q3 | $7.02M | Buy |
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|
2022
Q2 | $6.73K | Buy |
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|
2022
Q1 | $8.05M | Buy |
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|
2021
Q4 | $978K | Buy |
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