Retirement Income Solutions’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 | $1.79M | Hold |
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|
2025
Q2 | $1.64M | Sell |
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|
2025
Q1 | $1.44M | Buy |
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|
2024
Q4 | $1.57M | Hold |
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|
2024
Q3 | $1.46M | Hold |
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|
2024
Q2 | $1.42M | Hold |
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|
2024
Q1 | $1.3M | Hold |
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|
2023
Q4 | $1.17M | Hold |
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|
2023
Q3 | $1.02M | Hold |
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|
2023
Q2 | $1.05M | Hold |
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|
2023
Q1 | $916K | Buy |
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|
2022
Q4 | $479K | Hold |
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|
2022
Q3 | $489K | Hold |
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|
2022
Q2 | $500K | Hold |
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|
2022
Q1 | $646K | Hold |
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|
2021
Q4 | $707K | Hold |
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|
2021
Q3 | $639K | Hold |
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|
2021
Q2 | $630K | Hold |
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|
2021
Q1 | $560K | Hold |
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|
2020
Q4 | $554K | Buy |
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