Schneider Downs Wealth Management 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 | $47.9M | Buy |
|
|||||
|
2025
Q1 | $39.5M | Buy |
|
|||||
|
2024
Q4 | $42.5M | Buy |
|
|||||
|
2024
Q3 | $39.3M | Buy |
|
|||||
|
2024
Q2 | $37.9M | Sell |
|
|||||
|
2024
Q1 | $36M | Buy |
|
|||||
|
2023
Q4 | $31.3M | Buy |
|
|||||
|
2023
Q3 | $25.4M | Buy |
|
|||||
|
2023
Q2 | $25.9M | Sell |
|
|||||
|
2023
Q1 | $23M | Buy |
|
|||||
|
2022
Q4 | $19.1M | Buy |
|
|||||
|
2022
Q3 | $18.4M | Buy |
|
|||||
|
2022
Q2 | $18.4M | Sell |
|
|||||
|
2022
Q1 | $24.6M | Buy |
|
|||||
|
2021
Q4 | $24.6M | Buy |
|
|||||
|
2021
Q3 | $22.2M | Buy |
|
|||||
|
2021
Q2 | $20.6M | Buy |
|
|||||
|
2021
Q1 | $17.9M | Buy |
|
|||||
|
2020
Q4 | $16M | Buy |
|
|||||
|
2020
Q3 | $13.5M | Buy |
|
|||||
|
2020
Q2 | $10.2M | Buy |
|
|||||
|
2020
Q1 | $7.81M | Buy |
|
|||||
|
2019
Q4 | $9.02M | Buy |
|
|||||
|
2019
Q3 | $7.02M | Buy |
|
|||||
|
2019
Q2 | $5.32M | Buy |
|
|||||
|
2019
Q1 | $4.11M | Buy |
|