Stokes Family Office’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 | $426K | Hold |
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|
2025
Q1 | $365K | Hold |
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|
2024
Q4 | $406K | Buy |
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|
2024
Q3 | $351K | Sell |
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|
2024
Q2 | $341K | Buy |
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|
2024
Q1 | $268K | Sell |
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|
2023
Q4 | $252K | Sell |
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|
2023
Q3 | $229K | Hold |
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|
2023
Q2 | $236K | Hold |
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|
2023
Q1 | $205K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $538K | Buy |
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|
2022
Q2 | $558K | Sell |
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|
2022
Q1 | $901K | Buy |
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|
2021
Q4 | $292K | Buy |
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|
2021
Q3 | $229K | Buy |
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