Silvercrest Asset Management’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 | $736K | Sell |
25,213
-1,187
| -4% | -$34.7K | ﹤0.01% | 659 |
|
2025
Q1 | $661K | Hold |
26,400
| – | – | ﹤0.01% | 653 |
|
2024
Q4 | $736K | Sell |
26,400
-40
| -0.2% | -$1.12K | ﹤0.01% | 635 |
|
2024
Q3 | $689K | Hold |
26,440
| – | – | ﹤0.01% | 616 |
|
2024
Q2 | $667K | Sell |
26,440
-648
| -2% | -$16.3K | ﹤0.01% | 673 |
|
2024
Q1 | $628K | Sell |
27,088
-640
| -2% | -$14.8K | ﹤0.01% | 677 |
|
2023
Q4 | $575K | Hold |
27,728
| – | – | ﹤0.01% | 649 |
|
2023
Q3 | $504K | Hold |
27,728
| – | – | ﹤0.01% | 677 |
|
2023
Q2 | $520K | Hold |
27,728
| – | – | ﹤0.01% | 672 |
|
2023
Q1 | $452K | Hold |
27,728
| – | – | ﹤0.01% | 661 |
|
2022
Q4 | $385K | Buy |
+27,728
| New | +$385K | ﹤0.01% | 675 |
|