Stratos Wealth 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
Q2 | $22.4M | Sell |
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|
2025
Q1 | $19.3M | Sell |
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|
2024
Q4 | $40.6M | Sell |
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|
2024
Q3 | $40M | Sell |
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|
2024
Q2 | $40.2M | Buy |
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|
2024
Q1 | $35.7M | Sell |
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|
2023
Q4 | $39.1M | Buy |
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|
2023
Q3 | $32.2M | Buy |
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|
2023
Q2 | $30.9M | Buy |
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|
2023
Q1 | $23.3M | Sell |
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|
2022
Q4 | $25M | Sell |
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|
2022
Q3 | $25.5M | Buy |
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|
2022
Q2 | $10.7M | Sell |
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|
2022
Q1 | $14.3M | Sell |
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|
2021
Q4 | $16.9M | Buy |
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|
2021
Q3 | $15.1M | Buy |
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|
2021
Q2 | $14.3M | Buy |
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|
2021
Q1 | $11.2M | Sell |
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|
2020
Q4 | $11.4M | Sell |
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|
2020
Q3 | $12.5M | Buy |
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|
2020
Q2 | $9.48M | Buy |
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|
2020
Q1 | $6.88M | Sell |
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|
2019
Q4 | $8.41M | Sell |
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|
2019
Q3 | $8.23M | Sell |
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|
2019
Q2 | $8.83M | Buy |
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|
2019
Q1 | $3.12M | Buy |
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|
2018
Q4 | $1.9M | Buy |
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