Visionary Wealth Advisors’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 | $58M | Buy |
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|
2025
Q1 | $47.5M | Sell |
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|
2024
Q4 | $53M | Buy |
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|
2024
Q3 | $34.5M | Sell |
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|
2024
Q2 | $34.5M | Sell |
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|
2024
Q1 | $33.3M | Buy |
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|
2023
Q4 | $26.7M | Buy |
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|
2023
Q3 | $22.7M | Sell |
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|
2023
Q2 | $24.7M | Sell |
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|
2023
Q1 | $24.8M | Sell |
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|
2022
Q4 | $23.8M | Sell |
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|
2022
Q3 | $23.9M | Sell |
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|
2022
Q2 | $31.6M | Buy |
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|
2022
Q1 | $39.8M | Sell |
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|
2021
Q4 | $64M | Buy |
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|
2021
Q3 | $48.6M | Buy |
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|
2021
Q2 | $47.2M | Buy |
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|
2021
Q1 | $35.6M | Buy |
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|
2020
Q4 | $31.6M | Buy |
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|
2020
Q3 | $26.1M | Sell |
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|
2020
Q2 | $29.2M | Buy |
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|
2020
Q1 | $22.5M | Buy |
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|
2019
Q4 | $16M | Buy |
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