AFA
AllGen Financial 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 | $3.79M | Sell |
129,888
-369,189
| -74% | -$10.8M | 1.02% | 18 |
|
|
2025
Q1 | $12.5M | Buy |
499,077
+67,110
| +16% | +$1.68M | 3.7% | 10 |
|
|
2024
Q4 | $12M | Buy |
431,967
+314,972
| +269% | +$8.78M | 4.04% | 9 |
|
|
2024
Q3 | $12.2M | Sell |
116,995
-21,715
| -16% | -$2.26M | 3.96% | 10 |
|
|
2024
Q2 | $14M | Sell |
138,710
-2,060
| -1% | -$208K | 5.31% | 7 |
|
|
2024
Q1 | $13.1M | Sell |
140,770
-12,182
| -8% | -$1.13M | 5.31% | 6 |
|
|
2023
Q4 | $12.7M | Buy |
152,952
+98,323
| +180% | +$8.16M | 6.6% | 5 |
|
|
2023
Q3 | $3.97M | Buy |
+54,629
| New | +$3.97M | 2.83% | 8 |
|