Acorn Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $8.2M | Buy |
281,497
+18,928
| +7% | +$588K | 2.39% | 5 |
|
|
2025
Q4 | $8.56M | Buy |
262,569
+47,945
| +22% | +$1.56M | 2.55% | 5 |
|
|
2025
Q3 | $6.85M | Buy |
214,624
+43,266
| +25% | +$1.32M | 2.15% | 6 |
|
|
2025
Q2 | $5.01M | Buy |
171,358
+84,967
| +98% | +$2.25M | 1.86% | 9 |
|
|
2025
Q1 | $2.16M | Buy |
86,391
+9,095
| +12% | +$249K | 0.9% | 28 |
|
|
2024
Q4 | $2.15M | Buy |
77,296
+22,476
| +41% | +$615K | 0.89% | 29 |
|
|
2024
Q3 | $1.43M | Buy |
54,820
+8,516
| +18% | +$214K | 0.61% | 36 |
|
|
2024
Q2 | $1.17M | Buy |
46,304
+10,348
| +29% | +$244K | 0.58% | 39 |
|
|
2024
Q1 | $833K | Buy |
35,956
+10,604
| +42% | +$235K | 0.44% | 49 |
|
|
2023
Q4 | $526K | Buy |
25,352
+2,824
| +13% | +$54.6K | 0.31% | 73 |
|
|
2023
Q3 | $410K | Buy |
22,528
+1,272
| +6% | +$23.9K | 0.27% | 86 |
|
|
2023
Q2 | $398K | Sell |
21,256
-84
| -0.4% | -$1.44K | 0.27% | 91 |
|
|
2023
Q1 | $348K | Buy |
21,340
+608
| +3% | +$9.23K | 0.26% | 94 |
|
|
2022
Q4 | $288K | Sell |
20,732
-604
| -3% | -$8.68K | 0.22% | 106 |
|
|
2022
Q3 | $298K | Buy |
21,336
+524
| +3% | +$8.21K | 0.24% | 100 |
|
|
2022
Q2 | $302K | Buy |
20,812
+264
| +1% | +$4.22K | 0.24% | 114 |
|
|
2022
Q1 | $384K | Sell |
20,548
-860
| -4% | -$15.7K | 0.26% | 99 |
|
|
2021
Q4 | $438K | Sell |
21,408
-4,192
| -16% | -$83.8K | 0.28% | 87 |
|
|
2021
Q3 | $474K | Buy |
25,600
+904
| +4% | +$17.2K | 0.33% | 73 |
|
|
2021
Q2 | $451K | Buy |
24,696
+232
| +0.9% | +$4.01K | 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% | +$2.31K | 0.3% | 81 |
|
|
2020
Q3 | $337K | Buy |
23,400
+208
| +0.9% | +$2.9K | 0.3% | 75 |
|
|
2020
Q2 | $294K | Sell |
23,192
-6,848
| -23% | -$79.8K | 0.27% | 78 |
|
|
2020
Q1 | $301K | Sell |
30,040
-7,600
| -20% | -$86.7K | 0.34% | 61 |
|
|
2019
Q4 | $444K | Sell |
37,640
-288
| -0.8% | -$3.17K | 0.37% | 56 |
|
|
2019
Q3 | $419K | Sell |
37,928
-2,080
| -5% | -$21.9K | 0.36% | 58 |
|
|
2019
Q2 | $419K | Sell |
40,008
-21,896
| -35% | -$223K | 0.38% | 54 |
|
|
2019
Q1 | $632K | Sell |
61,904
-26,408
| -30% | -$250K | 0.57% | 37 |
|
|
2018
Q4 | $786K | Buy |
88,312
+624
| +0.7% | +$5.81K | 0.81% | 27 |
|
|
2018
Q3 | $831K | Sell |
87,688
-20,368
| -19% | -$203K | 0.82% | 29 |
|
|
2018
Q2 | $1.03M | Sell |
108,056
-928
| -0.9% | -$8.64K | 0.88% | 23 |
|
|
2018
Q1 | $992K | Buy |
108,984
+54,896
| +101% | +$506K | 0.86% | 23 |
|
|
2017
Q4 | $494K | Buy |
+54,088
| New | +$465K | 0.45% | 43 |
|
Other funds holding SCHG
MG
VIA