Security National Bank of So Dak’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 | $1.58M | Sell |
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|
2025
Q2 | $1.45M | Hold |
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|
2025
Q1 | $1.24M | Sell |
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|
2024
Q4 | $1.4M | Hold |
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|
2024
Q3 | $1.31M | Sell |
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|
2024
Q2 | $1.27M | Sell |
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|
2024
Q1 | $1.18M | Hold |
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|
2023
Q4 | $1.06M | Hold |
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|
2023
Q3 | $925K | Hold |
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|
2023
Q2 | $954K | Buy |
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|
2022
Q4 | $718K | Hold |
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|
2022
Q3 | $721K | Hold |
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|
2022
Q2 | $749K | Hold |
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|
2022
Q1 | $967K | Sell |
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|
2021
Q4 | $1.07M | Hold |
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|
2021
Q3 | $973K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $928K | Sell |
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|
2020
Q4 | $929K | Sell |
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|
2020
Q3 | $836K | Hold |
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|
2020
Q2 | $737K | Buy |
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|
2020
Q1 | $530K | Hold |
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|
2019
Q4 | $618K | Hold |
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|
2019
Q3 | $559K | Sell |
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|
2019
Q2 | $590K | Buy |
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|
2019
Q1 | $539K | Hold |
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|
2018
Q4 | $468K | Sell |
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|
2018
Q3 | $560K | Hold |
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|
2018
Q2 | $518K | Sell |
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|
2018
Q1 | $516K | Sell |
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|
2017
Q4 | $532K | Sell |
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|
2017
Q3 | $524K | Hold |
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|
2017
Q2 | $501K | Hold |
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|
2017
Q1 | $479K | Hold |
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|
2016
Q4 | $442K | Hold |
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|
2016
Q3 | $440K | Buy |
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|
2016
Q2 | $402K | Buy |
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