Ally Invest Advisors’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
$23.9M Buy
818,260
+17,462
+2% +$510K 1.86% 12
2025
Q1
$20.1M Buy
800,798
+66,488
+9% +$1.66M 1.72% 14
2024
Q4
$20.5M Buy
734,310
+85,490
+13% +$2.38M 1.77% 13
2024
Q3
$16.9M Sell
648,820
-79,076
-11% -$2.06M 1.5% 14
2024
Q2
$18.4M Buy
727,896
+59,844
+9% +$1.51M 1.76% 13
2024
Q1
$15.5M Buy
668,052
+85,968
+15% +$1.99M 1.54% 13
2023
Q4
$12.1M Buy
582,084
+105,740
+22% +$2.19M 1.29% 13
2023
Q3
$8.66M Buy
476,344
+137,720
+41% +$2.5M 1.01% 13
2023
Q2
$6.34M Buy
338,624
+85,544
+34% +$1.6M 0.72% 13
2023
Q1
$4.12M Buy
253,080
+76,188
+43% +$1.24M 0.49% 13
2022
Q4
$2.46M Buy
176,892
+70,404
+66% +$978K 0.31% 18
2022
Q3
$1.49M Buy
106,488
+63,104
+145% +$881K 0.2% 18
2022
Q2
$629K Buy
+43,384
New +$629K 0.08% 18