Soltis Investment Advisors’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 | $640K | Sell |
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|
2025
Q1 | $551K | Sell |
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|
2024
Q4 | $619K | Sell |
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|
2024
Q3 | $587K | Sell |
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|
2024
Q2 | $585K | Sell |
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|
2024
Q1 | $547K | Sell |
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|
2023
Q4 | $498K | Sell |
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|
2023
Q3 | $505K | Buy |
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|
2023
Q2 | $450K | Hold |
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|
2023
Q1 | $391K | Hold |
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|
2022
Q4 | $333K | Hold |
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|
2022
Q3 | $335K | Hold |
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|
2022
Q2 | $348K | Sell |
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|
2022
Q1 | $458K | Buy |
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