Trust Company of Vermont’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-92
| Closed | -$2.56K | – | 1086 |
|
|
2024
Q4 | $2.56K | Hold |
92
| – | – | ﹤0.01% | 938 |
|
|
2024
Q3 | $2.4K | Buy |
+92
| New | +$2.4K | ﹤0.01% | 940 |
|
|
2020
Q2 | – | Sell |
-2,536
| Closed | -$25K | – | 856 |
|
|
2020
Q1 | $25K | Buy |
+2,536
| New | +$25K | ﹤0.01% | 535 |
|
|
2018
Q3 | – | Sell |
-416
| Closed | -$4K | – | 1095 |
|
|
2018
Q2 | $4K | Sell |
416
-48
| -10% | -$462 | ﹤0.01% | 980 |
|
|
2018
Q1 | $4K | Sell |
464
-48
| -9% | -$414 | ﹤0.01% | 864 |
|
|
2017
Q4 | $5K | Hold |
512
| – | – | ﹤0.01% | 844 |
|
|
2017
Q3 | $4K | Hold |
512
| – | – | ﹤0.01% | 840 |
|
|
2017
Q2 | $4K | Sell |
512
-72
| -12% | -$563 | ﹤0.01% | 859 |
|
|
2017
Q1 | $4K | Hold |
584
| – | – | ﹤0.01% | 796 |
|
|
2016
Q4 | $4K | Hold |
584
| – | – | ﹤0.01% | 799 |
|
|
2016
Q3 | $4K | Hold |
584
| – | – | ﹤0.01% | 756 |
|
|
2016
Q2 | $4K | Hold |
584
| – | – | ﹤0.01% | 751 |
|
|
2016
Q1 | $4K | Hold |
584
| – | – | ﹤0.01% | 674 |
|
|
2015
Q4 | $4K | Buy |
584
+144
| +33% | +$986 | ﹤0.01% | 703 |
|
|
2015
Q3 | $3K | Buy |
+440
| New | +$3K | ﹤0.01% | 741 |
|