Yelin Lapidot Holdings 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
$1.82M Hold
2025
Q2
$1.67M Hold
2025
Q1
$1.43M Hold
2024
Q4
$1.59M Hold
2024
Q3
$1.49M Sell
2024
Q2
$1.54M Hold
2024
Q1
$1.42M Sell
2023
Q4
$1.78M Hold
2023
Q3
$1.56M Buy