Truepoint Inc’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 | $7.57M | Buy |
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|
2025
Q1 | $2.22M | Buy |
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|
2024
Q4 | $609K | Buy |
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|
2024
Q3 | $517K | Buy |
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|
2024
Q2 | $374K | Buy |
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|
2024
Q1 | $306K | Sell |
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|
2023
Q4 | $277K | Hold |
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|
2023
Q3 | $243K | Sell |
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|
2023
Q2 | $261K | Sell |
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|
2023
Q1 | $251K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $258K | Sell |
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|
2022
Q2 | $480K | Buy |
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|
2022
Q1 | $252K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $285K | Buy |
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