Sharkey, Howes & Javer’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 | $504K | Hold |
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|
2025
Q2 | $461K | Hold |
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|
2025
Q1 | $395K | Hold |
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|
2024
Q4 | $440K | Hold |
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|
2024
Q3 | $411K | Hold |
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|
2024
Q2 | $398K | Hold |
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|
2024
Q1 | $366K | Hold |
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|
2023
Q4 | $328K | Hold |
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|
2023
Q3 | $287K | Sell |
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|
2023
Q2 | $403K | Hold |
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|
2023
Q1 | $351K | Buy |
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|
2022
Q4 | $268K | Hold |
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|
2022
Q3 | $269K | Hold |
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|
2022
Q2 | $280K | Hold |
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|
2022
Q1 | $361K | Hold |
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|
2021
Q4 | $395K | Sell |
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|
2021
Q3 | $374K | Sell |
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|
2021
Q2 | $571K | Sell |
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|
2021
Q1 | $813K | Hold |
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|
2020
Q4 | $805K | Sell |
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|
2020
Q3 | $823K | Sell |
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|
2020
Q2 | $726K | Sell |
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|
2020
Q1 | $635K | Sell |
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|
2019
Q4 | $1.27M | Sell |
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|
2019
Q3 | $1.22M | Sell |
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|
2019
Q2 | $1.22M | Hold |
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|
2019
Q1 | $1.17M | Sell |
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|
2018
Q4 | $1.18M | Sell |
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|
2018
Q3 | $1.45M | Buy |
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|
2018
Q2 | $1.2M | Buy |
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|
2018
Q1 | $969K | Sell |
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|
2017
Q4 | $1.05M | Sell |
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|
2017
Q3 | $1.04M | Sell |
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|
2017
Q2 | $1.03M | Sell |
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|
2017
Q1 | $2.21M | Sell |
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|
2016
Q4 | $23.7M | Sell |
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|
2016
Q3 | $25.2M | Sell |
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|
2016
Q2 | $24M | Buy |
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|
2016
Q1 | $13.8M | Buy |
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|
2015
Q4 | $2.7M | Sell |
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|
2015
Q3 | $2.73M | Sell |
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|
2015
Q2 | $3.73M | Buy |
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|
2015
Q1 | $3.66M | Buy |
|