SRH 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
Q3 | $675K | Hold |
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|
2025
Q2 | $618K | Hold |
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|
2025
Q1 | $530K | Hold |
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|
2024
Q4 | $590K | Hold |
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|
2024
Q3 | $551K | Hold |
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|
2024
Q2 | $533K | Hold |
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|
2024
Q1 | $490K | Sell |
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|
2023
Q4 | $472K | Hold |
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|
2023
Q3 | $414K | Hold |
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|
2023
Q2 | $371K | Hold |
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|
2023
Q1 | $371K | Hold |
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|
2022
Q4 | $316K | Hold |
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|
2022
Q3 | $318K | Hold |
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|
2022
Q2 | $330K | Hold |
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|
2022
Q1 | $426K | Hold |
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|
2021
Q4 | $466K | Hold |
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|
2021
Q3 | $421K | Hold |
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|
2021
Q2 | $415K | Hold |
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|
2021
Q1 | $369K | Hold |
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|
2020
Q4 | $365K | Hold |
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|
2020
Q3 | $328K | Sell |
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|
2020
Q2 | $333K | Buy |
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|
2020
Q1 | $261K | Buy |
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|
2019
Q4 | $305K | Buy |
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|
2019
Q3 | $276K | Buy |
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|
2019
Q2 | $273K | Hold |
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|
2019
Q1 | $260K | Buy |
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|
2018
Q4 | $226K | Buy |
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|
2018
Q3 | $269K | Buy |
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|
2018
Q2 | $248K | Hold |
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|
2018
Q1 | $235K | Buy |
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|
2017
Q4 | $231K | Sell |
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|
2017
Q3 | $217K | Buy |
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|
2017
Q2 | $180K | Hold |
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|
2017
Q1 | $172K | Hold |
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|
2016
Q4 | $159K | Hold |
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|
2016
Q3 | $158K | Hold |
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|
2016
Q2 | $149K | Hold |
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|
2016
Q1 | $149K | Hold |
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|
2015
Q4 | $150K | Hold |
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|
2015
Q3 | $142K | Buy |
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