Roundview Capital’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 | $437K | Sell |
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|
2025
Q1 | $480K | Hold |
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|
2024
Q4 | $534K | Hold |
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|
2024
Q3 | $499K | Hold |
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|
2024
Q2 | $483K | Hold |
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|
2024
Q1 | $444K | Sell |
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|
2023
Q4 | $398K | Hold |
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|
2023
Q3 | $349K | Hold |
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|
2023
Q2 | $359K | Hold |
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|
2023
Q1 | $312K | Buy |
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|
2022
Q4 | $266K | Hold |
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|
2022
Q3 | $267K | Buy |
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|
2022
Q2 | $260K | Hold |
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|
2022
Q1 | $336K | Hold |
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|
2021
Q4 | $368K | Hold |
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|
2021
Q3 | $333K | Hold |
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|
2021
Q2 | $328K | Hold |
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|
2021
Q1 | $291K | Hold |
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|
2020
Q4 | $288K | Buy |
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