Wealth Architects’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 | $874K | Hold |
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|
2025
Q1 | $749K | Sell |
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|
2024
Q4 | $867K | Sell |
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|
2024
Q3 | $835K | Sell |
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|
2024
Q2 | $887K | Hold |
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|
2024
Q1 | $815K | Sell |
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|
2023
Q4 | $749K | Buy |
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|
2023
Q3 | $657K | Sell |
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|
2023
Q2 | $701K | Buy |
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|
2023
Q1 | $560K | Hold |
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|
2022
Q4 | $478K | Hold |
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|
2022
Q3 | $480K | Sell |
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|
2022
Q2 | $661K | Hold |
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|
2022
Q1 | $852K | Hold |
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|
2021
Q4 | $933K | Sell |
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|
2021
Q3 | $854K | Hold |
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|
2021
Q2 | $841K | Sell |
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|
2021
Q1 | $829K | Sell |
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|
2020
Q4 | $852K | Sell |
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|
2020
Q3 | $800K | Sell |
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|
2020
Q2 | $710K | Hold |
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|
2020
Q1 | $557K | Hold |
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|
2019
Q4 | $650K | Hold |
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|
2019
Q3 | $587K | Sell |
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|
2019
Q2 | $619K | Sell |
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|
2019
Q1 | $621K | Sell |
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|
2018
Q4 | $549K | Sell |
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|
2018
Q3 | $653K | Buy |
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|
2018
Q2 | $603K | Hold |
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|
2018
Q1 | $571K | Sell |
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|
2017
Q4 | $670K | Hold |
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|
2017
Q3 | $626K | Hold |
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|
2017
Q2 | $599K | Sell |
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|
2017
Q1 | $663K | Hold |
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|
2016
Q4 | $612K | Buy |
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|
2016
Q3 | $542K | Sell |
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|
2016
Q2 | $574K | Hold |
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|
2016
Q1 | $574K | Sell |
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|
2015
Q4 | $586K | Sell |
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|
2015
Q3 | $599K | Hold |
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|
2015
Q2 | $643K | Hold |
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|
2015
Q1 | $645K | Buy |
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|
2014
Q4 | $592K | Buy |
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