Van Hulzen Asset Management’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 | $467K | Buy |
|
|||||
|
2025
Q1 | $386K | Buy |
|
|||||
|
2024
Q4 | $418K | Hold |
|
|||||
|
2024
Q3 | $391K | Hold |
|
|||||
|
2024
Q2 | $379K | Hold |
|
|||||
|
2024
Q1 | $348K | Hold |
|
|||||
|
2023
Q4 | $311K | Hold |
|
|||||
|
2023
Q3 | $273K | Sell |
|
|||||
|
2023
Q2 | $287K | Sell |
|
|||||
|
2023
Q1 | $250K | Hold |
|
|||||
|
2022
Q4 | $213K | Buy |
|
|||||
|
2022
Q3 | $213K | Hold |
|
|||||
|
2022
Q2 | $222K | Hold |
|
|||||
|
2022
Q1 | $286K | Hold |
|
|||||
|
2021
Q4 | $313K | Hold |
|
|||||
|
2021
Q3 | $283K | Hold |
|
|||||
|
2021
Q2 | $279K | Hold |
|
|||||
|
2021
Q1 | $248K | Sell |
|
|||||
|
2020
Q4 | $310K | Sell |
|
|||||
|
2020
Q3 | $285K | Sell |
|
|||||
|
2020
Q2 | $263K | Hold |
|
|||||
|
2020
Q1 | $206K | Sell |
|
|||||
|
2019
Q4 | $313K | Sell |
|
|||||
|
2019
Q3 | $301K | Hold |
|
|||||
|
2019
Q2 | $298K | Sell |
|
|||||
|
2019
Q1 | $292K | Buy |
|
|||||
|
2018
Q4 | $249K | Buy |
|