SPA
Sentinel Pension Advisors’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $442K | Sell |
15,138
-46,012
| -75% | -$1.34M | 0.07% | 87 |
|
|
2025
Q1 | $1.53M | Sell |
61,150
-34,907
| -36% | -$874K | 0.28% | 44 |
|
|
2024
Q4 | $2.68M | Buy |
96,057
+68,180
| +245% | +$1.9M | 0.5% | 28 |
|
|
2024
Q3 | $2.9M | Sell |
27,877
-200
| -0.7% | -$20.8K | 0.56% | 29 |
|
|
2024
Q2 | $2.83M | Sell |
28,077
-133
| -0.5% | -$13.4K | 0.59% | 28 |
|
|
2024
Q1 | $2.62M | Buy |
28,210
+25,719
| +1,032% | +$2.38M | 0.56% | 28 |
|
|
2023
Q4 | $207K | Buy |
+2,491
| New | +$207K | 0.05% | 94 |
|
|
2022
Q1 | – | Sell |
-1,328
| Closed | -$217K | – | 103 |
|
|
2021
Q4 | $217K | Sell |
1,328
-98
| -7% | -$16K | 0.07% | 94 |
|
|
2021
Q3 | $211K | Hold |
1,426
| – | – | 0.07% | 81 |
|
|
2021
Q2 | $208K | Buy |
+1,426
| New | +$208K | 0.07% | 80 |
|