Tiller Private 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
Q3 | $549K | Sell |
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|
2025
Q2 | $506K | Sell |
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|
2025
Q1 | $513K | Buy |
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|
2024
Q4 | $557K | Sell |
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|
2024
Q3 | $521K | Hold |
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|
2024
Q2 | $505K | Buy |
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|
2024
Q1 | $420K | Hold |
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|
2023
Q4 | $376K | Hold |
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|
2023
Q3 | $329K | Hold |
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|
2023
Q2 | $340K | Hold |
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|
2023
Q1 | $295K | Sell |
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|
2022
Q4 | $318K | Hold |
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|
2022
Q3 | $320K | Hold |
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|
2022
Q2 | $332K | Hold |
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|
2022
Q1 | $429K | Buy |
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|
2021
Q4 | $462K | Hold |
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|
2021
Q3 | $418K | Hold |
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|
2021
Q2 | $412K | Hold |
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|
2021
Q1 | $366K | Hold |
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|
2020
Q4 | $362K | Hold |
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|
2020
Q3 | $325K | Hold |
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|
2020
Q2 | $286K | Hold |
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|
2020
Q1 | $225K | Hold |
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|
2019
Q4 | $262K | Hold |
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|
2019
Q3 | $237K | Hold |
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|
2019
Q2 | $235K | Hold |
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|
2019
Q1 | $224K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $254K | Hold |
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|
2018
Q2 | $235K | Hold |
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|
2018
Q1 | $222K | Sell |
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|
2017
Q4 | $235K | Buy |
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