AllSquare Wealth 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 | $50K | Hold |
1,712
| – | – | 0.03% | 224 |
|
|
2025
Q1 | $42.9K | Hold |
1,712
| – | – | 0.03% | 224 |
|
|
2024
Q4 | $47.7K | Buy |
1,712
+864
| +102% | +$24.1K | 0.03% | 218 |
|
|
2024
Q3 | $22.1K | Hold |
848
| – | – | 0.01% | 296 |
|
|
2024
Q2 | $21.4K | Hold |
848
| – | – | 0.01% | 291 |
|
|
2024
Q1 | $19.7K | Hold |
848
| – | – | 0.01% | 301 |
|
|
2023
Q4 | $17.6K | Hold |
848
| – | – | 0.01% | 311 |
|
|
2023
Q3 | $15.4K | Hold |
848
| – | – | 0.01% | 322 |
|
|
2023
Q2 | $15K | Buy |
+848
| New | +$15K | 0.01% | 332 |
|