Summit Asset Management’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 | $40.2M | Buy |
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|
2025
Q1 | $34.3M | Sell |
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|
2024
Q4 | $38.2M | Buy |
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|
2024
Q3 | $34.2M | Sell |
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|
2024
Q2 | $33.2M | Buy |
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|
2024
Q1 | $30.1M | Buy |
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|
2023
Q4 | $26.6M | Sell |
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|
2023
Q3 | $23.6M | Sell |
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|
2023
Q2 | $24.5M | Sell |
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|
2023
Q1 | $21.6M | Buy |
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|
2022
Q4 | $18.2M | Buy |
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|
2022
Q3 | $18M | Buy |
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|
2022
Q2 | $18.5M | Sell |
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|
2022
Q1 | $24.8M | Buy |
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|
2021
Q4 | $26.9M | Sell |
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|
2021
Q3 | $24.3M | Sell |
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|
2021
Q2 | $24.5M | Buy |
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|
2021
Q1 | $21.7M | Sell |
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|
2020
Q4 | $22M | Sell |
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|
2020
Q3 | $21.5M | Sell |
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|
2020
Q2 | $19.5M | Sell |
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|
2020
Q1 | $15.4M | Buy |
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|
2019
Q4 | $17.8M | Sell |
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|
2019
Q3 | $16.2M | Buy |
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|
2019
Q2 | $16M | Buy |
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|
2019
Q1 | $15.1M | Buy |
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|
2018
Q4 | $13.1M | Buy |
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|
2018
Q3 | $15.5M | Sell |
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|
2018
Q2 | $14.7M | Sell |
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|
2018
Q1 | $14.3M | Sell |
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|
2017
Q4 | $14.1M | Sell |
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|
2017
Q3 | $13.6M | Buy |
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|
2017
Q2 | $12.9M | Sell |
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|
2017
Q1 | $12.4M | Buy |
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|
2016
Q4 | $11.3M | Buy |
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|
2016
Q3 | $11.3M | Sell |
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|
2016
Q2 | $10.9M | Sell |
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|
2016
Q1 | $11M | Buy |
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|
2015
Q4 | $11M | Sell |
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|
2015
Q3 | $10.4M | Buy |
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|
2015
Q2 | $10.9M | Sell |
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|
2015
Q1 | $11.2M | Sell |
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|
2014
Q4 | $11.3M | Sell |
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|
2014
Q3 | $10.8M | Buy |
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|
2014
Q2 | $10.6M | Buy |
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|
2014
Q1 | $9.95M | Sell |
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|
2013
Q4 | $10M | Sell |
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|
2013
Q3 | $9.21M | Sell |
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|
2013
Q2 | $8.89M | Buy |
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