Tradewinds Capital Management’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 | $124K | Hold |
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|
2025
Q1 | $106K | Buy |
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|
2024
Q4 | $112K | Buy |
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|
2024
Q3 | $103K | Hold |
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|
2024
Q2 | $99.6K | Hold |
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|
2024
Q1 | $91.6K | Hold |
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|
2023
Q4 | $82K | Hold |
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|
2023
Q3 | $71.8K | Hold |
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|
2023
Q2 | $74.1K | Hold |
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|
2023
Q1 | $64.4K | Hold |
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|
2022
Q4 | $54.9K | Hold |
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|
2022
Q3 | $55K | Hold |
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|
2022
Q2 | $57K | Sell |
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|
2022
Q1 | $139K | Buy |
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|
2021
Q4 | $149K | Hold |
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|
2021
Q3 | $135K | Sell |
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|
2021
Q2 | $216K | Sell |
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|
2021
Q1 | $209K | Sell |
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|
2020
Q4 | $218K | Buy |
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|
2020
Q3 | $167K | Buy |
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|
2020
Q2 | $138K | Buy |
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|
2020
Q1 | $108K | Sell |
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|
2019
Q4 | $192K | Sell |
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|
2019
Q3 | $261K | Buy |
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|
2019
Q2 | $258K | Hold |
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|
2019
Q1 | $247K | Sell |
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|
2018
Q4 | $305K | Buy |
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|
2018
Q3 | $292K | Buy |
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|
2018
Q2 | $246K | Sell |
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|
2018
Q1 | $261K | Buy |
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|
2017
Q4 | $242K | Buy |
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|
2017
Q3 | $194K | Sell |
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|
2017
Q2 | $327K | Sell |
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|
2017
Q1 | $1.41M | Sell |
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|
2016
Q4 | $4.51M | Buy |
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|
2016
Q3 | $1.14M | Buy |
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|
2016
Q2 | $1.04M | Sell |
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|
2016
Q1 | $4.02M | Buy |
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|
2015
Q4 | $3.56M | Buy |
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|
2015
Q3 | $2.54M | Buy |
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|
2015
Q2 | $2.46M | Sell |
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|
2015
Q1 | $3.35M | Sell |
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|
2014
Q4 | $3.72M | Buy |
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|
2014
Q3 | $3.2M | Sell |
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|
2014
Q2 | $3.17M | Sell |
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|
2014
Q1 | $3.55M | Buy |
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|
2013
Q4 | $2.31M | Buy |
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