VA
Valmark Advisers’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.24M | Sell |
42,330
-3,257
| -7% | -$95.1K | 0.02% | 298 |
|
|
2025
Q1 | $1.14M | Sell |
45,587
-126
| -0.3% | -$3.16K | 0.02% | 290 |
|
|
2024
Q4 | $1.27M | Buy |
45,713
+30,993
| +211% | +$864K | 0.02% | 272 |
|
|
2024
Q3 | $1.53M | Sell |
14,720
-2,851
| -16% | -$297K | 0.02% | 232 |
|
|
2024
Q2 | $1.77M | Buy |
17,571
+12,439
| +242% | +$1.25M | 0.03% | 193 |
|
|
2024
Q1 | $476K | Buy |
5,132
+1,038
| +25% | +$96.3K | 0.01% | 387 |
|
|
2023
Q4 | $340K | Buy |
4,094
+967
| +31% | +$80.2K | 0.01% | 404 |
|
|
2023
Q3 | $227K | Buy |
3,127
+370
| +13% | +$26.9K | ﹤0.01% | 443 |
|
|
2023
Q2 | $207K | Buy |
+2,757
| New | +$207K | ﹤0.01% | 459 |
|
|
2022
Q2 | – | Sell |
-2,827
| Closed | -$211K | – | 430 |
|
|
2022
Q1 | $211K | Buy |
2,827
+1,413
| +100% | +$105K | ﹤0.01% | 413 |
|
|
2021
Q4 | $231K | Sell |
1,414
-32
| -2% | -$5.23K | ﹤0.01% | 381 |
|
|
2021
Q3 | $214K | Hold |
1,446
| – | – | ﹤0.01% | 369 |
|
|
2021
Q2 | $211K | Buy |
+1,446
| New | +$211K | ﹤0.01% | 372 |
|