Advisors Capital Management’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
Q2
$12.4M Buy
423,186
+196,861
+87% +$5.75M 0.17% 139
2025
Q1
$5.67M Buy
226,325
+181,945
+410% +$4.56M 0.09% 182
2024
Q4
$1.24M Buy
+44,380
New +$1.24M 0.02% 280