TCI Wealth Advisors’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 | $845K | Sell |
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|
2025
Q2 | $818K | Hold |
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|
2025
Q1 | $701K | Hold |
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|
2024
Q4 | $781K | Sell |
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|
2024
Q3 | $735K | Buy |
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|
2024
Q2 | $537K | Sell |
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|
2024
Q1 | $588K | Hold |
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|
2023
Q4 | $526K | Hold |
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|
2023
Q3 | $461K | Sell |
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|
2023
Q2 | $478K | Buy |
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|
2023
Q1 | $413K | Sell |
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|
2022
Q4 | $390K | Buy |
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|
2022
Q3 | $369K | Buy |
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|
2022
Q2 | $367K | Sell |
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|
2022
Q1 | $477K | Sell |
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|
2021
Q4 | $536K | Hold |
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|
2021
Q3 | $485K | Hold |
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|
2021
Q2 | $478K | Sell |
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|
2021
Q1 | $482K | Sell |
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|
2020
Q4 | $503K | Hold |
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|
2020
Q3 | $451K | Hold |
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|
2020
Q2 | $398K | Hold |
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|
2020
Q1 | $312K | Buy |
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|
2019
Q4 | $347K | Sell |
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|
2019
Q3 | $319K | Hold |
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|
2019
Q2 | $316K | Sell |
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|
2019
Q1 | $440K | Buy |
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|
2018
Q4 | $267K | Hold |
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|
2018
Q3 | $317K | Sell |
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|
2018
Q2 | $305K | Buy |
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|
2018
Q1 | $278K | Sell |
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|
2017
Q4 | $316K | Buy |
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|
2017
Q3 | $159K | Sell |
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|
2017
Q2 | $156K | Buy |
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|
2017
Q1 | $145K | Hold |
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|
2016
Q4 | $134K | Hold |
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|
2016
Q3 | $133K | Hold |
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|
2016
Q2 | $126K | Sell |
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|
2016
Q1 | $485K | Hold |
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|
2015
Q4 | $489K | Hold |
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|
2015
Q3 | $463K | Hold |
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|
2015
Q2 | $497K | Buy |
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|
2015
Q1 | $129K | Buy |
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