AA
Aire Advisors’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 | $3.57M | Buy |
122,059
+14,307
| +13% | +$418K | 0.69% | 37 |
|
|
2025
Q1 | $2.7M | Sell |
107,752
-6,942
| -6% | -$174K | 0.57% | 40 |
|
|
2024
Q4 | $3.2M | Buy |
114,694
+86,340
| +305% | +$2.41M | 0.66% | 36 |
|
|
2024
Q3 | $2.95M | Sell |
28,354
-624
| -2% | -$65K | 0.65% | 36 |
|
|
2024
Q2 | $2.91M | Sell |
28,978
-3,381
| -10% | -$340K | 0.66% | 34 |
|
|
2024
Q1 | $3M | Sell |
32,359
-1,599
| -5% | -$148K | 0.68% | 33 |
|
|
2023
Q4 | $2.82M | Sell |
33,958
-438
| -1% | -$36.3K | 0.7% | 31 |
|
|
2023
Q3 | $2.5M | Buy |
34,396
+20
| +0.1% | +$1.45K | 0.67% | 34 |
|
|
2023
Q2 | $2.58M | Sell |
34,376
-1,843
| -5% | -$138K | 0.68% | 35 |
|
|
2023
Q1 | $2.36M | Sell |
36,219
-5,612
| -13% | -$366K | 0.66% | 37 |
|
|
2022
Q4 | $2.38M | Buy |
41,831
+13,816
| +49% | +$786K | 0.73% | 32 |
|
|
2022
Q3 | $1.56M | Buy |
28,015
+11,563
| +70% | +$646K | 0.54% | 38 |
|
|
2022
Q2 | $954K | Buy |
16,452
+469
| +3% | +$27.2K | 0.34% | 48 |
|
|
2022
Q1 | $1.2M | Buy |
15,983
+13,249
| +485% | +$996K | 0.43% | 45 |
|
|
2021
Q4 | $448K | Buy |
+2,734
| New | +$448K | 0.19% | 62 |
|