Acorn Wealth Advisors’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Acorn Wealth Advisors’s Portfolio SCHG Stock Details SCHG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$5.01M	Buy	171,358 +84,967	+98%	+$2.48M	1.86%	9
2025 Q1	$2.16M	Buy	86,391 +9,095	+12%	+$228K	0.9%	28
2024 Q4	$2.15M	Buy	77,296 +22,476	+41%	+$626K	0.89%	29
2024 Q3	$1.43M	Buy	54,820 +8,516	+18%	+$222K	0.61%	36
2024 Q2	$1.17M	Buy	46,304 +10,348	+29%	+$261K	0.58%	39
2024 Q1	$833K	Buy	35,956 +10,604	+42%	+$246K	0.44%	49
2023 Q4	$526K	Buy	25,352 +2,824	+13%	+$58.6K	0.31%	73
2023 Q3	$410K	Buy	22,528 +1,272	+6%	+$23.1K	0.27%	86
2023 Q2	$398K	Sell	21,256 -84	-0.4%	-$1.57K	0.27%	91
2023 Q1	$348K	Buy	21,340 +608	+3%	+$9.91K	0.26%	94
2022 Q4	$288K	Sell	20,732 -604	-3%	-$8.39K	0.22%	106
2022 Q3	$298K	Buy	21,336 +524	+3%	+$7.32K	0.24%	100
2022 Q2	$302K	Buy	20,812 +264	+1%	+$3.83K	0.24%	114
2022 Q1	$384K	Sell	20,548 -860	-4%	-$16.1K	0.26%	99
2021 Q4	$438K	Sell	21,408 -4,192	-16%	-$85.8K	0.28%	87
2021 Q3	$474K	Buy	25,600 +904	+4%	+$16.7K	0.33%	73
2021 Q2	$451K	Buy	24,696 +232	+0.9%	+$4.24K	0.31%	79
2021 Q1	$397K	Buy	24,464 +912	+4%	+$14.8K	0.28%	85
2020 Q4	$378K	Buy	23,552 +152	+0.6%	+$2.44K	0.3%	81
2020 Q3	$337K	Buy	23,400 +208	+0.9%	+$3K	0.3%	75
2020 Q2	$294K	Sell	23,192 -6,848	-23%	-$86.8K	0.27%	78
2020 Q1	$301K	Sell	30,040 -7,600	-20%	-$76.2K	0.34%	61
2019 Q4	$444K	Sell	37,640 -288	-0.8%	-$3.4K	0.37%	56
2019 Q3	$419K	Sell	37,928 -2,080	-5%	-$23K	0.36%	58
2019 Q2	$419K	Sell	40,008 -21,896	-35%	-$229K	0.38%	54
2019 Q1	$632K	Sell	61,904 -26,408	-30%	-$270K	0.57%	37
2018 Q4	$786K	Buy	88,312 +624	+0.7%	+$5.55K	0.81%	27
2018 Q3	$831K	Sell	87,688 -20,368	-19%	-$193K	0.82%	29
2018 Q2	$1.03M	Sell	108,056 -928	-0.9%	-$8.83K	0.88%	23
2018 Q1	$992K	Buy	108,984 +54,896	+101%	+$500K	0.86%	23
2017 Q4	$494K	Buy	+54,088	New	+$494K	0.45%	43