Summit Financial 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
Q3 | $3.02M | Sell |
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|
2025
Q2 | $2.86M | Buy |
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|
2025
Q1 | $2.39M | Buy |
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|
2024
Q4 | $2.62M | Buy |
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|
2024
Q3 | $2M | Buy |
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|
2024
Q2 | $1.75M | Buy |
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|
2024
Q1 | $1.6M | Buy |
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|
2023
Q4 | $1.35M | Buy |
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|
2023
Q3 | $1.14M | Buy |
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|
2023
Q2 | $863K | Buy |
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|
2023
Q1 | $589K | Buy |
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|
2022
Q4 | $403K | Buy |
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|
2022
Q3 | $396K | Buy |
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|
2022
Q2 | $372K | Buy |
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|
2022
Q1 | $378K | Buy |
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|
2021
Q4 | $355K | Buy |
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|
2021
Q3 | $244K | Hold |
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|
2021
Q2 | $240K | Sell |
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|
2021
Q1 | $227K | Buy |
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