Valicenti Advisory Services’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 | $579K | Sell |
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|
2025
Q1 | $507K | Buy |
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|
2024
Q4 | $561K | Buy |
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|
2024
Q3 | $503K | Buy |
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|
2024
Q2 | $471K | Sell |
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|
2024
Q1 | $437K | Buy |
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|
2023
Q4 | $391K | Sell |
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|
2023
Q3 | $348K | Buy |
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|
2023
Q2 | $354K | Sell |
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|
2023
Q1 | $308K | Sell |
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|
2022
Q4 | $398K | Buy |
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|
2022
Q3 | $386K | Sell |
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|
2022
Q2 | $549K | Sell |
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|
2022
Q1 | $716K | Sell |
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|
2021
Q4 | $915K | Sell |
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|
2021
Q3 | $960K | Sell |
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|
2021
Q2 | $1.08M | Sell |
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|
2021
Q1 | $1M | Sell |
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|
2020
Q4 | $1.2M | Sell |
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|
2020
Q3 | $1.25M | Buy |
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