Synergy 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 | $596K | Sell |
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|
2025
Q2 | $547K | Sell |
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|
2025
Q1 | $537K | Sell |
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|
2024
Q4 | $599K | Sell |
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|
2024
Q3 | $567K | Sell |
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|
2024
Q2 | $549K | Sell |
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|
2024
Q1 | $510K | Sell |
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|
2023
Q4 | $460K | Sell |
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|
2023
Q3 | $413K | Sell |
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|
2023
Q2 | $467K | Hold |
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|
2023
Q1 | $406K | Hold |
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|
2022
Q4 | $346K | Sell |
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|
2022
Q3 | $375K | Sell |
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|
2022
Q2 | $394K | Sell |
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|
2022
Q1 | $519K | Sell |
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|
2021
Q4 | $569K | Buy |
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