YHB Investment 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
Q3 | $15.8M | Buy |
|
|||||
|
2025
Q2 | $14M | Sell |
|
|||||
|
2025
Q1 | $12.4M | Buy |
|
|||||
|
2024
Q4 | $13.5M | Sell |
|
|||||
|
2024
Q3 | $13.2M | Buy |
|
|||||
|
2024
Q2 | $12.3M | Buy |
|
|||||
|
2024
Q1 | $10.5M | Buy |
|
|||||
|
2023
Q4 | $8.54M | Buy |
|
|||||
|
2023
Q3 | $7.17M | Sell |
|
|||||
|
2023
Q2 | $7.56M | Buy |
|
|||||
|
2023
Q1 | $6.53M | Sell |
|
|||||
|
2022
Q4 | $6.25M | Sell |
|
|||||
|
2022
Q3 | $7.03M | Buy |
|
|||||
|
2022
Q2 | $7.19M | Buy |
|
|||||
|
2022
Q1 | $9.02M | Buy |
|
|||||
|
2021
Q4 | $9.26M | Buy |
|
|||||
|
2021
Q3 | $7.54M | Buy |
|
|||||
|
2021
Q2 | $7.2M | Buy |
|
|||||
|
2021
Q1 | $6.92M | Buy |
|
|||||
|
2020
Q4 | $6.05M | Buy |
|
|||||
|
2020
Q3 | $5.08M | Buy |
|