Sowell Financial Services’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 | $1.25M | Buy |
|
|||||
|
2025
Q2 | $1.01M | Sell |
|
|||||
|
2025
Q1 | $866K | Buy |
|
|||||
|
2024
Q4 | $927K | Buy |
|
|||||
|
2023
Q2 | – | Sell |
|
|||||
|
2023
Q1 | $278K | Sell |
|
|||||
|
2022
Q4 | $705K | Sell |
|
|||||
|
2022
Q3 | $952K | Sell |
|
|||||
|
2022
Q2 | $10.4M | Buy |
|
|||||
|
2022
Q1 | – | Sell |
|
|||||
|
2021
Q4 | $15.6M | Buy |
|
|||||
|
2021
Q3 | $13.2M | Buy |
|
|||||
|
2021
Q2 | $7.57M | Buy |
|
|||||
|
2021
Q1 | $4.88M | Buy |
|
|||||
|
2020
Q4 | $1.94M | Sell |
|
|||||
|
2020
Q3 | $2.72M | Buy |
|
|||||
|
2020
Q2 | $40K | Buy |
|
|||||
|
2020
Q1 | $30K | Sell |
|
|||||
|
2019
Q4 | $58K | Sell |
|
|||||
|
2019
Q3 | $79K | Buy |
|
|||||
|
2019
Q1 | $1.14M | Sell |
|
|||||
|
2018
Q4 | $1M | Buy |
|