Abound 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 | $57.3K | Buy |
1,962
+1,576
| +408% | +$46K | 0.02% | 188 |
|
|
2025
Q1 | $9.67K | Sell |
386
-32,820
| -99% | -$822K | ﹤0.01% | 409 |
|
|
2024
Q4 | $925K | Buy |
33,206
+234
| +0.7% | +$6.52K | 0.3% | 31 |
|
|
2024
Q3 | $859K | Buy |
32,972
+592
| +2% | +$15.4K | 0.29% | 30 |
|
|
2024
Q2 | $816K | Buy |
32,380
+552
| +2% | +$13.9K | 0.3% | 31 |
|
|
2024
Q1 | $738K | Buy |
31,828
+1,212
| +4% | +$28.1K | 0.28% | 30 |
|
|
2023
Q4 | $635K | Buy |
30,616
+616
| +2% | +$12.8K | 0.25% | 31 |
|
|
2023
Q3 | $545K | Buy |
30,000
+620
| +2% | +$11.3K | 0.23% | 32 |
|
|
2023
Q2 | $551K | Buy |
29,380
+8,112
| +38% | +$152K | 0.23% | 33 |
|
|
2023
Q1 | $347K | Buy |
21,268
+692
| +3% | +$11.3K | 0.16% | 38 |
|
|
2022
Q4 | $286K | Buy |
20,576
+704
| +4% | +$9.78K | 0.14% | 37 |
|
|
2022
Q3 | $277K | Buy |
19,872
+720
| +4% | +$10K | 0.15% | 37 |
|
|
2022
Q2 | $278K | Buy |
19,152
+2,172
| +13% | +$31.5K | 0.15% | 37 |
|
|
2022
Q1 | $318K | Buy |
16,980
+444
| +3% | +$8.3K | 0.23% | 33 |
|
|
2021
Q4 | $339K | Buy |
+16,536
| New | +$339K | 0.27% | 28 |
|