Stolper & Co’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 | $296K | Sell |
|
|||||
|
2025
Q2 | $279K | Sell |
|
|||||
|
2025
Q1 | $241K | Hold |
|
|||||
|
2024
Q4 | $268K | Sell |
|
|||||
|
2024
Q3 | $255K | Hold |
|
|||||
|
2024
Q2 | $246K | Sell |
|
|||||
|
2024
Q1 | $233K | Hold |
|
|||||
|
2023
Q4 | $208K | Buy |
|
|||||
|
2022
Q2 | – | Sell |
|
|||||
|
2022
Q1 | $220K | Sell |
|
|||||
|
2021
Q4 | $242K | Hold |
|
|||||
|
2021
Q3 | $219K | Sell |
|
|||||
|
2021
Q2 | $218K | Buy |
|