Advisornet Financial’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Advisornet Financial’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	$1.04M	Sell	35,707 -5,552	-13%	-$162K	0.07%	240
2025 Q1	$1.03M	Sell	41,259 -18,576	-31%	-$465K	0.08%	238
2024 Q4	$1.67M	Buy	59,835 +287	+0.5%	+$8K	0.14%	158
2024 Q3	$1.55M	Sell	59,548 -324	-0.5%	-$8.44K	0.12%	175
2024 Q2	$1.51M	Sell	59,872 -5,528	-8%	-$139K	0.14%	156
2024 Q1	$1.52M	Sell	65,400 -14,360	-18%	-$333K	0.15%	153
2023 Q4	$1.65M	Sell	79,760 -8,768	-10%	-$182K	0.15%	159
2023 Q3	$1.61M	Sell	88,528 -35,556	-29%	-$646K	0.15%	149
2023 Q2	$2.33M	Sell	124,084 -2,520	-2%	-$47.2K	0.2%	118
2023 Q1	$2.06M	Buy	126,604 +4,492	+4%	+$73.2K	0.19%	131
2022 Q4	$1.7M	Sell	122,112 -2,752	-2%	-$38.2K	0.17%	145
2022 Q3	$1.74M	Sell	124,864 -3,688	-3%	-$51.5K	0.17%	140
2022 Q2	$1.86M	Sell	128,552 -106,632	-45%	-$1.55M	0.18%	134
2022 Q1	$4.4M	Sell	235,184 -88,152	-27%	-$1.65M	0.27%	78
2021 Q4	$6.62M	Buy	323,336 +16,768	+5%	+$343K	0.41%	56
2021 Q3	$5.68M	Sell	306,568 -8,720	-3%	-$161K	0.39%	59
2021 Q2	$5.75M	Sell	315,288 -13,832	-4%	-$252K	0.38%	61
2021 Q1	$5.34M	Buy	329,120 +21,320	+7%	+$346K	0.38%	62
2020 Q4	$4.94M	Buy	307,800 +36,728	+14%	+$590K	0.4%	51
2020 Q3	$3.9M	Buy	271,072 +13,920	+5%	+$200K	0.33%	60
2020 Q2	$3.26M	Buy	257,152 +79,528	+45%	+$1.01M	0.26%	87
2020 Q1	$1.77M	Buy	177,624 +6,608	+4%	+$65.8K	0.16%	125
2019 Q4	$1.99M	Sell	171,016 -15,360	-8%	-$178K	0.17%	126
2019 Q3	$1.96M	Sell	186,376 -8,232	-4%	-$86.4K	0.18%	115
2019 Q2	$2.02M	Sell	194,608 -55,768	-22%	-$580K	0.22%	102
2019 Q1	$2.49M	Sell	250,376 -35,568	-12%	-$353K	0.3%	76
2018 Q4	$2.46M	Sell	285,944 -65,800	-19%	-$567K	0.34%	61
2018 Q3	$3.61M	Buy	351,744 +55,784	+19%	+$572K	0.45%	41
2018 Q2	$2.8M	Buy	295,960 +29,728	+11%	+$282K	0.38%	49
2018 Q1	$2.39M	Sell	266,232 -10,520	-4%	-$94.3K	0.33%	62
2017 Q4	$2.45M	Buy	+276,752	New	+$2.45M	0.37%	58