Sunburst Financial Group’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 | $1.16M | Sell |
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|
2025
Q2 | $1.09M | Sell |
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|
2025
Q1 | $933K | Sell |
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|
2024
Q4 | $1.04M | Sell |
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|
2024
Q3 | $982K | Sell |
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|
2024
Q2 | $956K | Hold |
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|
2024
Q1 | $880K | Sell |
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|
2023
Q4 | $795K | Sell |
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|
2023
Q3 | $765K | Buy |
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|
2023
Q2 | $788K | Sell |
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|
2023
Q1 | $718K | Buy |
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|
2022
Q4 | $609K | Buy |
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|
2022
Q3 | $281K | Buy |
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|
2022
Q2 | $248K | Buy |
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