Whitener Capital 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
Q3 | $1.76M | Buy |
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|
2025
Q2 | $1.41M | Buy |
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|
2025
Q1 | $1.04M | Buy |
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|
2024
Q4 | $920K | Buy |
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|
2024
Q3 | $757K | Buy |
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|
2024
Q2 | $637K | Sell |
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|
2024
Q1 | $589K | Buy |
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|
2023
Q4 | $518K | Sell |
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|
2023
Q3 | $455K | Buy |
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|
2023
Q2 | $452K | Sell |
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|
2023
Q1 | $404K | Sell |
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|
2022
Q4 | $355K | Sell |
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|
2022
Q3 | $421K | Sell |
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|
2022
Q2 | $452K | Buy |
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|
2022
Q1 | $543K | Sell |
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|
2021
Q4 | $597K | Buy |
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|
2021
Q3 | $403K | Sell |
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|
2021
Q2 | $491K | Buy |
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|
2021
Q1 | $423K | Buy |
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|
2020
Q4 | $403K | Buy |
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|
2020
Q3 | $268K | Hold |
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|
2020
Q2 | $236K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $205K | Buy |
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|
2019
Q3 | $177K | Buy |
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|
2019
Q2 | $173K | Buy |
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|
2019
Q1 | $161K | Hold |
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|
2018
Q4 | $139K | Buy |
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|
2018
Q3 | $157K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $116K | Hold |
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|
2017
Q4 | $114K | Buy |
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