WhitTier Trust Company’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $56.1K | Hold |
1,920
| – | – | ﹤0.01% | 756 |
|
2025
Q1 | $48.1K | Hold |
1,920
| – | – | ﹤0.01% | 779 |
|
2024
Q4 | $53.5K | Hold |
1,920
| – | – | ﹤0.01% | 740 |
|
2024
Q3 | $50K | Hold |
1,920
| – | – | ﹤0.01% | 759 |
|
2024
Q2 | $48.4K | Hold |
1,920
| – | – | ﹤0.01% | 709 |
|
2024
Q1 | $44.5K | Hold |
1,920
| – | – | ﹤0.01% | 710 |
|
2023
Q4 | $39.8K | Hold |
1,920
| – | – | ﹤0.01% | 714 |
|
2023
Q3 | $34.9K | Hold |
1,920
| – | – | ﹤0.01% | 707 |
|
2023
Q2 | $36K | Hold |
1,920
| – | – | ﹤0.01% | 741 |
|
2023
Q1 | $31.3K | Hold |
1,920
| – | – | ﹤0.01% | 763 |
|
2022
Q4 | $26.7K | Hold |
1,920
| – | – | ﹤0.01% | 790 |
|
2022
Q3 | $27K | Hold |
1,920
| – | – | ﹤0.01% | 766 |
|
2022
Q2 | $28K | Hold |
1,920
| – | – | ﹤0.01% | 769 |
|
2022
Q1 | $36K | Hold |
1,920
| – | – | ﹤0.01% | 727 |
|
2021
Q4 | $39K | Hold |
1,920
| – | – | ﹤0.01% | 711 |
|
2021
Q3 | $36K | Hold |
1,920
| – | – | ﹤0.01% | 730 |
|
2021
Q2 | $35K | Hold |
1,920
| – | – | ﹤0.01% | 717 |
|
2021
Q1 | $31K | Hold |
1,920
| – | – | ﹤0.01% | 719 |
|
2020
Q4 | $31K | Hold |
1,920
| – | – | ﹤0.01% | 701 |
|
2020
Q3 | $28K | Hold |
1,920
| – | – | ﹤0.01% | 696 |
|
2020
Q2 | $24K | Hold |
1,920
| – | – | ﹤0.01% | 702 |
|
2020
Q1 | $19K | Hold |
1,920
| – | – | ﹤0.01% | 711 |
|
2019
Q4 | $22K | Buy |
+1,920
| New | +$22K | ﹤0.01% | 735 |
|
2019
Q3 | – | Sell |
-2,200
| Closed | -$23K | – | 1011 |
|
2019
Q2 | $23K | Hold |
2,200
| – | – | ﹤0.01% | 713 |
|
2019
Q1 | $22K | Hold |
2,200
| – | – | ﹤0.01% | 727 |
|
2018
Q4 | $19K | Hold |
2,200
| – | – | ﹤0.01% | 738 |
|
2018
Q3 | $23K | Hold |
2,200
| – | – | ﹤0.01% | 740 |
|
2018
Q2 | $21K | Sell |
2,200
-3,344
| -60% | -$31.9K | ﹤0.01% | 749 |
|
2018
Q1 | $50K | Buy |
+5,544
| New | +$50K | ﹤0.01% | 612 |
|