Summit Financial’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 | $14.9M | Buy |
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|
2025
Q1 | $7.48M | Buy |
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|
2024
Q4 | $6.75M | Buy |
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|
2024
Q3 | $5.17M | Buy |
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|
2024
Q2 | $4.87M | Buy |
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|
2024
Q1 | $1.65M | Sell |
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|
2023
Q4 | $4.38M | Sell |
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|
2023
Q3 | $3.84M | Sell |
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|
2023
Q2 | $4.03M | Sell |
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|
2023
Q1 | $3.71M | Sell |
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|
2022
Q4 | $3.2M | Buy |
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|
2022
Q3 | $3.2M | Buy |
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|
2022
Q2 | $3.32M | Buy |
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|
2022
Q1 | $3.97M | Buy |
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|
2021
Q4 | $4.34M | Sell |
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|
2021
Q3 | $4.04M | Buy |
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|
2021
Q2 | $3.5M | Buy |
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|
2021
Q1 | $2.79M | Sell |
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|
2020
Q4 | $2.76M | Buy |
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|
2020
Q3 | $1.58M | Buy |
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|
2020
Q2 | $681K | Buy |
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