SVB Wealth’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
$593K Buy
2025
Q1
Sell
2024
Q4
$2.03M Buy
2024
Q3
Sell
2024
Q2
$1.8M Sell
2024
Q1
$2.38M Buy
2023
Q4
$2.08M Buy
2023
Q3
$1.28M Sell
2023
Q2
$1.48M Sell
2023
Q1
$2.22M Buy
2022
Q4
$1.02M Sell
2022
Q3
$3.2M Buy
2022
Q2
$527K Buy
2022
Q1
$82K Buy
2021
Q2
Sell
2021
Q1
$434K Buy
2020
Q4
$429K Buy
2020
Q3
$346K Buy