Shorepoint Capital Partners’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 | $10.9M | Buy |
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|
2025
Q1 | $8.25M | Buy |
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|
2024
Q4 | $9.07M | Sell |
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|
2024
Q3 | $8.71M | Sell |
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|
2024
Q2 | $8.57M | Sell |
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|
2024
Q1 | $8.14M | Sell |
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|
2023
Q4 | $7.7M | Sell |
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|
2023
Q3 | $7.43M | Sell |
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|
2023
Q2 | $7.9M | Sell |
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|
2023
Q1 | $7.27M | Sell |
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|
2022
Q4 | $6.27M | Sell |
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|
2022
Q3 | $6.49M | Sell |
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|
2022
Q2 | $6.77M | Buy |
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|
2022
Q1 | $8.28M | Buy |
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|
2021
Q4 | $8.65M | Sell |
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|
2021
Q3 | $8.47M | Buy |
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|
2021
Q1 | $7.37M | Sell |
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|
2020
Q4 | $7.37M | Sell |
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|
2020
Q3 | $6.88M | Sell |
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|
2020
Q2 | $6.63M | Sell |
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|
2020
Q1 | $5.36M | Buy |
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|
2019
Q4 | $4.84M | Sell |
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|
2019
Q3 | $4.62M | Sell |
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|
2019
Q2 | $4.98M | Sell |
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|
2019
Q1 | $5.16M | Buy |
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