Sigma Planning Corp’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
Q2 | $27.6M | Buy |
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|
2025
Q1 | $23.4M | Sell |
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|
2024
Q4 | $26.3M | Buy |
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|
2024
Q3 | $22.1M | Buy |
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|
2024
Q2 | $17.1M | Buy |
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|
2024
Q1 | $9.14M | Buy |
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|
2023
Q4 | $2.69M | Sell |
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|
2023
Q3 | $5.28M | Buy |
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|
2023
Q2 | $4.74M | Sell |
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|
2023
Q1 | $11.7M | Sell |
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|
2022
Q4 | $10.4M | Buy |
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|
2022
Q3 | $9.84M | Sell |
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|
2022
Q2 | $10.5M | Buy |
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|
2022
Q1 | $12.5M | Sell |
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|
2021
Q4 | $26.7M | Buy |
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|
2021
Q3 | $23.4M | Buy |
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|
2021
Q2 | $9.93M | Buy |
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|
2021
Q1 | $8.48M | Buy |
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|
2020
Q4 | $6.71M | Buy |
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|
2020
Q3 | $5.92M | Buy |
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|
2020
Q2 | $5.19M | Buy |
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|
2020
Q1 | $3.99M | Sell |
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|
2019
Q4 | $4.87M | Buy |
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|
2019
Q3 | $4.37M | Sell |
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|
2019
Q2 | $4.37M | Buy |
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|
2019
Q1 | $3.75M | Buy |
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|
2018
Q4 | $1.89M | Sell |
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|
2018
Q3 | $2.35M | Sell |
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|
2018
Q2 | $2.65M | Buy |
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|
2018
Q1 | $2.5M | Sell |
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|
2017
Q4 | $2.55M | Buy |
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|
2017
Q3 | $2.3M | Sell |
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|
2017
Q2 | $2.22M | Buy |
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|
2017
Q1 | $1.97M | Sell |
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|
2016
Q4 | $1.88M | Buy |
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|
2016
Q3 | $1.78M | Buy |
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|
2016
Q2 | $1.54M | Buy |
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|
2016
Q1 | $1.3M | Sell |
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|
2015
Q4 | $1.83M | Buy |
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|
2015
Q3 | $1.61M | Buy |
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|
2015
Q2 | $1.17M | Buy |
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|
2015
Q1 | $1.05M | Buy |
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|
2014
Q4 | $905K | Buy |
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