Safeguard Financial’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
Q1 | $17M | Buy |
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|
2024
Q4 | $15.6M | Sell |
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2024
Q3 | $15.1M | Buy |
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|
2024
Q2 | $11.2M | Buy |
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|
2024
Q1 | $9.42M | Sell |
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|
2023
Q4 | $9.71M | Buy |
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|
2023
Q3 | $8.28M | Sell |
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|
2023
Q2 | $8.75M | Sell |
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|
2023
Q1 | $7.74M | Sell |
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|
2022
Q4 | $6.61M | Buy |
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|
2022
Q3 | $2.91M | Buy |
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|
2022
Q2 | $2.46M | Buy |
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|
2022
Q1 | $2.73M | Buy |
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