Ritter Daniher Financial Advisory’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 | $264K | Buy |
|
|||||
|
2025
Q1 | $28.1K | Sell |
|
|||||
|
2024
Q4 | $33.1K | Hold |
|
|||||
|
2024
Q3 | $30.9K | Sell |
|
|||||
|
2024
Q2 | $31.6K | Hold |
|
|||||
|
2024
Q1 | $29K | Sell |
|
|||||
|
2023
Q4 | $33.4K | Hold |
|
|||||
|
2023
Q3 | $29.3K | Hold |
|
|||||
|
2023
Q2 | $30.2K | Sell |
|
|||||
|
2023
Q1 | $30.2K | Hold |
|
|||||
|
2022
Q4 | $25.8K | Buy |
|
|||||
|
2022
Q3 | $24K | Sell |
|
|||||
|
2022
Q2 | $32K | Sell |
|
|||||
|
2022
Q1 | $45K | Sell |
|
|||||
|
2021
Q4 | $50K | Hold |
|
|||||
|
2021
Q3 | $45K | Sell |
|
|||||
|
2021
Q2 | $47K | Hold |
|
|||||
|
2021
Q1 | $42K | Sell |
|
|||||
|
2020
Q4 | $47K | Buy |
|