Aberdeen Wealth Management’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 | $17.8K | Buy |
611
+3
| +0.5% | +$88 | 0.01% | 153 |
|
|
2025
Q1 | $15.2K | Buy |
608
+8
| +1% | +$200 | 0.01% | 150 |
|
|
2024
Q4 | $16.7K | Hold |
600
| – | – | 0.01% | 154 |
|
|
2024
Q3 | $15.6K | Hold |
600
| – | – | 0.01% | 160 |
|
|
2024
Q2 | $15.1K | Hold |
600
| – | – | 0.01% | 162 |
|
|
2024
Q1 | $13.9K | Hold |
600
| – | – | 0.01% | 166 |
|
|
2023
Q4 | $12.4K | Hold |
600
| – | – | 0.01% | 156 |
|
|
2023
Q3 | $10.9K | Hold |
600
| – | – | 0.01% | 154 |
|
|
2023
Q2 | $11.2K | Sell |
600
-28
| -4% | -$525 | 0.01% | 153 |
|
|
2023
Q1 | $10.2K | Buy |
628
+28
| +5% | +$456 | 0.01% | 160 |
|
|
2022
Q4 | $8.33K | Hold |
600
| – | – | 0.01% | 164 |
|
|
2022
Q3 | $8K | Hold |
600
| – | – | 0.01% | 156 |
|
|
2022
Q2 | $9K | Hold |
600
| – | – | 0.01% | 158 |
|
|
2022
Q1 | $11K | Hold |
600
| – | – | 0.01% | 162 |
|
|
2021
Q4 | $12K | Buy |
+600
| New | +$12K | 0.01% | 155 |
|
|
2021
Q2 | – | Sell |
-600
| Closed | -$10K | – | 150 |
|
|
2021
Q1 | $10K | Hold |
600
| – | – | 0.01% | 145 |
|
|
2020
Q4 | $10K | Buy |
+600
| New | +$10K | 0.01% | 150 |
|