Sovereign Financial Group’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 | $901K | Sell |
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|
2025
Q2 | $931K | Buy |
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|
2025
Q1 | $784K | Sell |
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|
2024
Q4 | $995K | Buy |
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|
2024
Q3 | $927K | Sell |
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|
2024
Q2 | $1.16M | Hold |
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|
2024
Q1 | $1.06M | Buy |
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|
2023
Q4 | $948K | Sell |
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|
2023
Q3 | $848K | Sell |
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|
2023
Q2 | $890K | Sell |
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|
2023
Q1 | $1.3M | Sell |
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|
2022
Q4 | $1.69M | Sell |
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|
2022
Q3 | $2.73M | Sell |
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|
2022
Q2 | $3M | Sell |
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|
2022
Q1 | $4.06M | Sell |
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|
2021
Q4 | $5.79M | Sell |
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|
2021
Q3 | $5.39M | Buy |
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|
2021
Q2 | $4.48M | Hold |
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|
2021
Q1 | $4.48M | Buy |
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|
2020
Q4 | $4.39M | Buy |
|