Segment Wealth Management’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 | $1.6M | Sell |
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2025
Q2 | $1.55M | Sell |
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2025
Q1 | $1.33M | Sell |
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2024
Q4 | $1.56M | Buy |
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2024
Q3 | $1.44M | Sell |
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2024
Q2 | $1.45M | Sell |
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2024
Q1 | $1.34M | Buy |
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2023
Q4 | $1.19M | Sell |
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2023
Q3 | $1.05M | Sell |
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2023
Q2 | $1.09M | Buy |
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2023
Q1 | $937K | Sell |
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2022
Q4 | $913K | Buy |
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2022
Q3 | $613K | Buy |
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2022
Q2 | $520K | Hold |
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2022
Q1 | $671K | Buy |
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2021
Q4 | $727K | Buy |
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2021
Q3 | $654K | Hold |
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2021
Q2 | $645K | Buy |
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2021
Q1 | $572K | Buy |
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2020
Q4 | $563K | Sell |
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2020
Q3 | $510K | Buy |
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2020
Q2 | $430K | Sell |
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2020
Q1 | $379K | Sell |
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2019
Q4 | $461K | Sell |
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2019
Q3 | $420K | Buy |
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2019
Q2 | $368K | Buy |
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2019
Q1 | $283K | Buy |
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2018
Q4 | $237K | Buy |
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