Regal 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.9M | Buy |
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|
2025
Q1 | $3.57M | Buy |
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|
2024
Q4 | $3.95M | Sell |
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|
2024
Q3 | $5.18M | Sell |
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|
2024
Q2 | $5.05M | Sell |
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|
2024
Q1 | $4.93M | Buy |
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|
2023
Q4 | $887K | Buy |
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|
2023
Q3 | $445K | Buy |
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|
2023
Q2 | $273K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $258K | Buy |
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|
2017
Q3 | $240K | Buy |
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|
2017
Q2 | $229K | Buy |
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|
2017
Q1 | $219K | Sell |
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|
2016
Q4 | $248K | Buy |
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|
2016
Q3 | $245K | Sell |
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|
2016
Q2 | $292K | Sell |
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|
2016
Q1 | $305K | Buy |
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|
2015
Q4 | $212K | Buy |
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|
2015
Q3 | $120K | Buy |
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|
2015
Q2 | $47K | Buy |
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|
2015
Q1 | $8K | Buy |
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