Adero Partners’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
Q1 | $696K | Buy |
27,808
+2
| +0% | +$50 | 0.05% | 106 |
|
|
2024
Q4 | $775K | Sell |
27,806
-562
| -2% | -$15.7K | 0.05% | 97 |
|
|
2024
Q3 | $739K | Hold |
28,368
| – | – | 0.05% | 97 |
|
|
2024
Q2 | $715K | Sell |
28,368
-192
| -0.7% | -$4.84K | 0.05% | 98 |
|
|
2024
Q1 | $662K | Buy |
28,560
+24
| +0.1% | +$556 | 0.05% | 96 |
|
|
2023
Q4 | $592K | Sell |
28,536
-1,660
| -5% | -$34.4K | 0.05% | 98 |
|
|
2023
Q3 | $549K | Sell |
30,196
-1,672
| -5% | -$30.4K | 0.05% | 96 |
|
|
2023
Q2 | $597K | Sell |
31,868
-1,400
| -4% | -$26.2K | 0.06% | 92 |
|
|
2023
Q1 | $542K | Sell |
33,268
-1,296
| -4% | -$21.1K | 0.06% | 98 |
|
|
2022
Q4 | $480K | Sell |
34,564
-27,252
| -44% | -$379K | 0.06% | 99 |
|
|
2022
Q3 | $900K | Sell |
61,816
-4,372
| -7% | -$63.7K | 0.11% | 68 |
|
|
2022
Q2 | $975K | Buy |
66,188
+544
| +0.8% | +$8.01K | 0.14% | 65 |
|
|
2022
Q1 | $1.23M | Sell |
65,644
-31,420
| -32% | -$588K | 0.18% | 59 |
|
|
2021
Q4 | $1.99M | Sell |
97,064
-4,408
| -4% | -$90.2K | 0.33% | 45 |
|
|
2021
Q3 | $1.88M | Sell |
101,472
-6,104
| -6% | -$113K | 0.34% | 42 |
|
|
2021
Q2 | $1.96M | Sell |
107,576
-2,816
| -3% | -$51.4K | 0.45% | 33 |
|
|
2021
Q1 | $1.79M | Sell |
110,392
-4,432
| -4% | -$71.9K | 0.8% | 27 |
|
|
2020
Q4 | $1.84M | Sell |
114,824
-4,400
| -4% | -$70.6K | 1.58% | 13 |
|
|
2020
Q3 | $1.72M | Sell |
119,224
-18,368
| -13% | -$264K | 1.38% | 15 |
|
|
2020
Q2 | $1.75M | Buy |
137,592
+2,960
| +2% | +$37.6K | 1.81% | 12 |
|
|
2020
Q1 | $1.34M | Sell |
134,632
-13,912
| -9% | -$138K | 2.22% | 11 |
|
|
2019
Q4 | $1.73M | Buy |
+148,544
| New | +$1.73M | 1.93% | 12 |
|