Valmark 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
Q3 | $1.57M | Buy |
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|
2025
Q2 | $1.24M | Sell |
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|
2025
Q1 | $1.14M | Sell |
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|
2024
Q4 | $1.27M | Sell |
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|
2024
Q3 | $1.53M | Sell |
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|
2024
Q2 | $1.77M | Buy |
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|
2024
Q1 | $476K | Buy |
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|
2023
Q4 | $340K | Buy |
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|
2023
Q3 | $227K | Buy |
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|
2023
Q2 | $207K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $211K | Sell |
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|
2021
Q4 | $231K | Sell |
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|
2021
Q3 | $214K | Hold |
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|
2021
Q2 | $211K | Buy |
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