Sage Mountain 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
Q2 | $2.51M | Hold |
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2025
Q1 | $2.15M | Hold |
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|
2024
Q4 | $2.4M | Hold |
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|
2024
Q3 | $2.24M | Hold |
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|
2024
Q2 | $2.17M | Sell |
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|
2024
Q1 | $2M | Buy |
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|
2023
Q4 | $1.2M | Buy |
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|
2023
Q3 | $851K | Hold |
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|
2023
Q2 | $877K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $42.2K | Buy |
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|
2022
Q3 | $42K | Buy |
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|
2022
Q2 | $44K | Hold |
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|
2022
Q1 | $57K | Sell |
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|
2021
Q4 | $581K | Buy |
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