RTD Financial Advisors’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 | $5.24M | Sell |
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|
2025
Q2 | $4.84M | Sell |
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|
2025
Q1 | $4.31M | Sell |
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|
2024
Q4 | $5.98M | Sell |
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|
2024
Q3 | $5.9M | Sell |
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|
2024
Q2 | $6.53M | Sell |
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|
2024
Q1 | $6.29M | Sell |
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|
2023
Q4 | $6.02M | Sell |
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|
2023
Q3 | $5.47M | Sell |
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|
2023
Q2 | $5.89M | Sell |
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|
2023
Q1 | $5.19M | Sell |
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|
2022
Q4 | $4.52M | Sell |
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|
2022
Q3 | $4.68M | Sell |
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|
2022
Q2 | $4.88M | Sell |
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|
2022
Q1 | $6.42M | Sell |
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|
2021
Q4 | $7.21M | Buy |
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