Steward Partners Investment Advisory’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 | $5.78M | Buy |
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|
2025
Q1 | $3.87M | Sell |
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|
2024
Q4 | $4.92M | Buy |
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|
2024
Q3 | $4.58M | Sell |
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|
2024
Q2 | $4.92M | Sell |
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|
2024
Q1 | $4.67M | Buy |
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|
2023
Q4 | $1.08M | Buy |
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|
2023
Q3 | $895K | Sell |
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|
2023
Q2 | $959K | Buy |
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|
2023
Q1 | $808K | Buy |
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|
2022
Q4 | $592K | Sell |
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|
2022
Q3 | $599K | Buy |
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|
2022
Q2 | $608K | Buy |
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|
2022
Q1 | $763K | Buy |
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|
2021
Q4 | $825K | Buy |
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|
2021
Q3 | $744K | Buy |
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|
2021
Q2 | $715K | Sell |
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|
2021
Q1 | $663K | Buy |
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|
2020
Q4 | $615K | Buy |
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|
2020
Q3 | $306K | Buy |
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|
2020
Q2 | $265K | Buy |
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|
2020
Q1 | $207K | Sell |
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|
2019
Q4 | $251K | Buy |
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|
2019
Q3 | $131K | Buy |
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|
2019
Q2 | $82K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $82K | Buy |
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|
2018
Q2 | $61K | Hold |
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|
2018
Q1 | $57K | Hold |
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|
2017
Q4 | $56K | Buy |
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