Retirement Guys Formula’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 | $18.8M | Sell |
|
|||||
|
2025
Q2 | $18.7M | Buy |
|
|||||
|
2025
Q1 | $2.06M | Sell |
|
|||||
|
2024
Q4 | $16.5M | Sell |
|
|||||
|
2024
Q3 | $15.8M | Buy |
|
|||||
|
2024
Q2 | $14.4M | Sell |
|
|||||
|
2024
Q1 | $13.3M | Buy |
|
|||||
|
2023
Q4 | $10.5M | Sell |
|
|||||
|
2023
Q3 | $11.2M | Buy |
|
|||||
|
2023
Q2 | $10.7M | Buy |
|
|||||
|
2023
Q1 | $4.02M | Buy |
|
|||||
|
2022
Q4 | $582K | Buy |
|
|||||
|
2022
Q3 | $583K | Buy |
|
|||||
|
2022
Q2 | $568K | Sell |
|
|||||
|
2022
Q1 | $752K | Sell |
|
|||||
|
2021
Q4 | $5.33M | Buy |
|