SYM Financial Corp’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 | $720K | Hold |
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|
2025
Q2 | $659K | Hold |
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|
2025
Q1 | $565K | Hold |
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|
2024
Q4 | $629K | Sell |
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|
2024
Q3 | $603K | Sell |
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|
2024
Q2 | $658K | Sell |
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|
2024
Q1 | $930K | Sell |
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|
2023
Q4 | $1.77M | Sell |
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|
2023
Q3 | $1.8M | Buy |
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|
2023
Q2 | $146K | Hold |
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|
2023
Q1 | $127K | Sell |
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|
2022
Q4 | $115K | Buy |
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|
2022
Q3 | $113K | Buy |
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|
2022
Q2 | $113K | Sell |
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|
2022
Q1 | $315K | Buy |
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|
2021
Q4 | $336K | Hold |
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|
2021
Q3 | $304K | Hold |
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|
2021
Q2 | $300K | Hold |
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|
2021
Q1 | $267K | Sell |
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|
2020
Q4 | $273K | Buy |
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