Ritholtz Wealth Management’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 | $678K | Sell |
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|
2025
Q2 | $644K | Buy |
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|
2025
Q1 | $534K | Buy |
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|
2024
Q4 | $461K | Sell |
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|
2024
Q3 | $431K | Hold |
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|
2024
Q2 | $417K | Sell |
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|
2024
Q1 | $502K | Buy |
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|
2023
Q4 | $382K | Sell |
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|
2023
Q3 | $344K | Buy |
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|
2023
Q2 | $283K | Hold |
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|
2023
Q1 | $246K | Sell |
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|
2022
Q4 | $210K | Sell |
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|
2022
Q3 | $353K | Buy |
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|
2022
Q2 | $219K | Hold |
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|
2022
Q1 | $283K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $276K | Hold |
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|
2021
Q1 | $245K | Sell |
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|
2020
Q4 | $554K | Buy |
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