Seneca House 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 | $332K | Sell |
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|
2025
Q2 | $308K | Sell |
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|
2025
Q1 | $272K | Sell |
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|
2024
Q4 | $307K | Sell |
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|
2024
Q3 | $317K | Sell |
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|
2024
Q2 | $307K | Sell |
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|
2024
Q1 | $314K | Sell |
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|
2023
Q4 | $292K | Buy |
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|
2023
Q3 | $263K | Buy |
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|
2023
Q2 | $261K | Sell |
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|
2023
Q1 | $231K | Sell |
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|
2022
Q4 | $204K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $202K | Buy |
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|
2022
Q1 | $253K | Sell |
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|
2021
Q4 | $333K | Sell |
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|
2021
Q3 | $312K | Sell |
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|
2021
Q2 | $402K | Sell |
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|
2021
Q1 | $480K | Sell |
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|
2020
Q4 | $834K | Sell |
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|
2020
Q3 | $973K | Sell |
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|
2020
Q2 | $973K | Sell |
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|
2020
Q1 | $817K | Sell |
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|
2019
Q4 | $1.11M | Sell |
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|
2019
Q3 | $1.4M | Sell |
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|
2019
Q2 | $1.47M | Buy |
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|
2019
Q1 | $1.34M | Buy |
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|
2018
Q4 | $1.06M | Buy |
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|
2018
Q3 | $1.23M | Buy |
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|
2018
Q2 | $1.04M | Buy |
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|
2018
Q1 | $824K | Buy |
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|
2017
Q4 | $686K | Buy |
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