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 |
|