Valley Forge Investment Consultants’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 | $2.57M | Buy |
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|
2025
Q2 | $2.14M | Sell |
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|
2025
Q1 | $1.86M | Buy |
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|
2024
Q4 | $1.55M | Sell |
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|
2024
Q3 | $1.78M | Sell |
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|
2024
Q2 | $1.72M | Sell |
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|
2024
Q1 | $1.59M | Sell |
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|
2023
Q4 | $2.04M | Sell |
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|
2023
Q3 | $1.8M | Sell |
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|
2023
Q2 | $1.89M | Sell |
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|
2023
Q1 | $1.66M | Sell |
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|
2022
Q4 | $1.43M | Sell |
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|
2022
Q3 | $1.81M | Buy |
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|
2022
Q2 | $1.87M | Sell |
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|
2022
Q1 | $2.42M | Sell |
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|
2021
Q4 | $2.67M | Sell |
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|
2021
Q3 | $2.68M | Buy |
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|
2021
Q2 | $2.51M | Buy |
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|
2021
Q1 | $813K | Buy |
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|
2020
Q4 | $628K | Buy |
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