Roffman Miller Associates’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 | $1.06M | Sell |
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|
2025
Q2 | $983K | Sell |
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|
2025
Q1 | $849K | Sell |
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|
2024
Q4 | $959K | Sell |
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|
2024
Q3 | $972K | Sell |
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|
2024
Q2 | $979K | Buy |
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|
2024
Q1 | $892K | Sell |
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|
2023
Q4 | $830K | Buy |
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|
2023
Q3 | $467K | Buy |
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|
2023
Q2 | $376K | Sell |
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|
2023
Q1 | $358K | Sell |
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|
2022
Q4 | $330K | Sell |
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|
2022
Q3 | $334K | Buy |
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|
2022
Q2 | $314K | Buy |
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|
2022
Q1 | $400K | Hold |
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|
2021
Q4 | $438K | Hold |
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|
2021
Q3 | $396K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $278K | Buy |
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