SkyOak Wealth’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 | $22M | Buy |
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|
2025
Q1 | $17.3M | Sell |
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|
2024
Q4 | $19.5M | Sell |
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|
2024
Q3 | $18.8M | Buy |
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|
2024
Q2 | $17.9M | Buy |
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|
2024
Q1 | $16.1M | Sell |
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|
2023
Q4 | $14.8M | Buy |
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|
2023
Q3 | $12M | Buy |
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|
2023
Q2 | $11.7M | Buy |
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|
2023
Q1 | $9.01M | Buy |
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|
2022
Q4 | $6.4M | Buy |
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|
2022
Q3 | $6.29M | Buy |
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|
2022
Q2 | $4.37M | Sell |
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|
2022
Q1 | $5.69M | Buy |
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|
2021
Q4 | $5.08M | Buy |
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|
2021
Q3 | $4.12M | Buy |
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|
2021
Q2 | $4M | Buy |
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|
2021
Q1 | $3.24M | Buy |
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|
2020
Q4 | $2.54M | Buy |
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|
2020
Q3 | $2M | Buy |
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|
2020
Q2 | $1.2M | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $595K | Buy |
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