Seneca Financial 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
Q3 | $26M | Buy |
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|
2025
Q2 | $23.3M | Buy |
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|
2025
Q1 | $18.7M | Buy |
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|
2024
Q4 | $19.9M | Sell |
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|
2024
Q3 | $19.3M | Buy |
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|
2024
Q2 | $18.3M | Buy |
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|
2024
Q1 | $16.4M | Sell |
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|
2023
Q4 | $14.9M | Sell |
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|
2023
Q3 | $13.4M | Sell |
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|
2023
Q2 | $14M | Sell |
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|
2023
Q1 | $13.7M | Sell |
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|
2022
Q4 | $13.2M | Sell |
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|
2022
Q3 | $16.6M | Buy |
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|
2022
Q2 | $16M | Buy |
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|
2022
Q1 | $18.1M | Buy |
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|
2021
Q4 | $18.5M | Buy |
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|
2021
Q3 | $16.4M | Sell |
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|
2021
Q2 | $17.2M | Buy |
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|
2021
Q1 | $15.1M | Buy |
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|
2020
Q4 | $14.5M | Buy |
|