Valley National Advisers’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 | $23.2M | Buy |
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|
2025
Q1 | $18.6M | Buy |
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|
2024
Q4 | $18.6M | Buy |
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|
2024
Q3 | $16.1M | Sell |
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|
2024
Q2 | $23.9M | Buy |
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|
2024
Q1 | $20.5M | Buy |
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|
2023
Q4 | $17.8M | Buy |
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|
2023
Q3 | $14.3M | Buy |
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|
2023
Q2 | $13.3M | Buy |
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|
2023
Q1 | $10.1M | Buy |
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|
2022
Q4 | $7.38M | Buy |
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|
2022
Q3 | $1.65M | Buy |
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|
2022
Q2 | $905K | Sell |
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|
2022
Q1 | $1.11M | Hold |
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|
2021
Q4 | $1.22M | Buy |
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|
2021
Q3 | $1.09M | Hold |
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|
2021
Q2 | $1.07M | Hold |
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|
2021
Q1 | $955K | Hold |
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|
2020
Q4 | $945K | Sell |
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|
2020
Q3 | $849K | Sell |
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|
2020
Q2 | $787K | Sell |
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|
2020
Q1 | $631K | Sell |
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|
2019
Q4 | $749K | Hold |
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|
2019
Q3 | $678K | Hold |
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|
2019
Q2 | $671K | Hold |
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|
2019
Q1 | $641K | Sell |
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|
2018
Q4 | $691K | Buy |
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|
2018
Q3 | $732K | Hold |
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|
2018
Q2 | $676K | Buy |
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|
2018
Q1 | $592K | Sell |
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|
2017
Q4 | $585K | Buy |
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|
2017
Q3 | $336K | Sell |
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|
2017
Q2 | $327K | Sell |
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|
2017
Q1 | $344K | Sell |
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|
2016
Q4 | $439K | Buy |
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|
2016
Q3 | $436K | Buy |
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|
2016
Q2 | $281K | Sell |
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|
2016
Q1 | $308K | Buy |
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|
2015
Q4 | $310K | Sell |
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|
2015
Q3 | $294K | Sell |
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|
2015
Q2 | $360K | Sell |
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|
2015
Q1 | $363K | Sell |
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|
2014
Q4 | $420K | Buy |
|