AO
Advisor OS’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $604K | Buy |
20,687
+597
| +3% | +$17.4K | 0.06% | 223 |
|
|
2025
Q1 | $503K | Buy |
20,090
+2,031
| +11% | +$50.9K | 0.06% | 234 |
|
|
2024
Q4 | $503K | Buy |
18,059
+13,921
| +336% | +$388K | 0.06% | 223 |
|
|
2024
Q3 | $431K | Sell |
4,138
-42
| -1% | -$4.38K | 0.04% | 267 |
|
|
2024
Q2 | $422K | Sell |
4,180
-772
| -16% | -$77.9K | 0.05% | 254 |
|
|
2024
Q1 | $459K | Sell |
4,952
-2,052
| -29% | -$190K | 0.05% | 250 |
|
|
2023
Q4 | $581K | Buy |
7,004
+433
| +7% | +$35.9K | 0.08% | 198 |
|
|
2023
Q3 | $478K | Sell |
6,571
-175
| -3% | -$12.7K | 0.07% | 192 |
|
|
2023
Q2 | $506K | Buy |
6,746
+90
| +1% | +$6.75K | 0.08% | 200 |
|
|
2023
Q1 | $434K | Sell |
6,656
-1,556
| -19% | -$101K | 0.1% | 174 |
|
|
2022
Q4 | $456K | Sell |
8,212
-5,152
| -39% | -$286K | 0.12% | 155 |
|
|
2022
Q3 | $746K | Buy |
13,364
+30
| +0.2% | +$1.68K | 0.22% | 92 |
|
|
2022
Q2 | $773K | Buy |
13,334
+22
| +0.2% | +$1.28K | 0.23% | 103 |
|
|
2022
Q1 | $996K | Buy |
+13,312
| New | +$996K | 0.29% | 82 |
|