Sage Financial Management Group’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 | $9.92M | Sell |
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|
2025
Q2 | $9.22M | Sell |
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|
2025
Q1 | $8.23M | Sell |
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|
2024
Q4 | $9.54M | Sell |
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|
2024
Q3 | $9.26M | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $8.38M | Buy |
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|
2023
Q4 | $6.8M | Sell |
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|
2023
Q3 | $6.04M | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $10.1M | Sell |
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|
2022
Q4 | $10.7M | Buy |
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|
2022
Q3 | $9.31M | Sell |
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|
2022
Q2 | $11.3M | Sell |
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|
2022
Q1 | $14.7M | Buy |
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|
2021
Q4 | $15.8M | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $15.3M | Sell |
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|
2021
Q1 | $13.7M | Sell |
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|
2020
Q4 | $14.6M | Buy |
|