Summit Financial Strategies’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 | $784K | Sell |
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|
2025
Q1 | $728K | Sell |
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|
2024
Q4 | $963K | Buy |
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|
2024
Q3 | $899K | Buy |
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|
2024
Q2 | $864K | Sell |
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|
2024
Q1 | $922K | Sell |
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|
2023
Q4 | $834K | Buy |
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|
2023
Q3 | $730K | Buy |
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|
2023
Q2 | $751K | Sell |
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|
2023
Q1 | $734K | Sell |
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|
2022
Q4 | $629K | Sell |
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|
2022
Q3 | $640K | Sell |
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|
2022
Q2 | $682K | Sell |
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|
2022
Q1 | $914K | Buy |
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|
2021
Q4 | $880K | Buy |
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|
2021
Q3 | $777K | Buy |
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|
2021
Q2 | $766K | Sell |
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|
2021
Q1 | $681K | Hold |
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|
2020
Q4 | $674K | Buy |
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|
2020
Q3 | $605K | Buy |
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|
2020
Q2 | $533K | Buy |
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|
2020
Q1 | $418K | Buy |
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|
2019
Q4 | $484K | Buy |
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|
2019
Q3 | $438K | Buy |
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|
2019
Q2 | $433K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $356K | Buy |
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