Accurate 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 | $567K | Buy |
19,255
+4,024
| +26% | +$118K | 0.09% | 237 |
|
|
2025
Q1 | $371K | Buy |
15,231
+171
| +1% | +$4.17K | 0.07% | 245 |
|
|
2024
Q4 | $417K | Sell |
15,060
-48,812
| -76% | -$1.35M | 0.08% | 228 |
|
|
2024
Q3 | $421K | Buy |
63,872
+46,696
| +272% | +$308K | 0.08% | 230 |
|
|
2024
Q2 | $449K | Buy |
17,176
+340
| +2% | +$8.88K | 0.11% | 177 |
|
|
2024
Q1 | $366K | Sell |
16,836
-1,112
| -6% | -$24.2K | 0.11% | 184 |
|
|
2023
Q4 | $375K | Sell |
17,948
-776
| -4% | -$16.2K | 0.12% | 173 |
|
|
2023
Q3 | $352K | Sell |
18,724
-1,472
| -7% | -$27.7K | 0.11% | 174 |
|
|
2023
Q2 | $387K | Sell |
20,196
-3,416
| -14% | -$65.5K | 0.12% | 169 |
|
|
2023
Q1 | $383K | Sell |
23,612
-88
| -0.4% | -$1.43K | 0.13% | 163 |
|
|
2022
Q4 | $334K | Buy |
+23,700
| New | +$334K | 0.12% | 151 |
|