AFA
Alpha 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 | $628K | Buy |
21,515
+3,229
| +18% | +$94.3K | 0.24% | 27 |
|
|
2025
Q1 | $458K | Hold |
18,286
| – | – | 0.2% | 23 |
|
|
2024
Q4 | $510K | Buy |
18,286
+13,714
| +300% | +$382K | 0.23% | 23 |
|
|
2024
Q3 | $476K | Hold |
4,572
| – | – | 0.21% | 23 |
|
|
2024
Q2 | $461K | Hold |
4,572
| – | – | 0.22% | 23 |
|
|
2024
Q1 | $424K | Hold |
4,572
| – | – | 0.2% | 27 |
|
|
2023
Q4 | $379K | Hold |
4,572
| – | – | 0.19% | 27 |
|
|
2023
Q3 | $332K | Hold |
4,572
| – | – | 0.21% | 28 |
|
|
2023
Q2 | $343K | Hold |
4,572
| – | – | 0.21% | 29 |
|
|
2023
Q1 | $298K | Hold |
4,572
| – | – | 0.21% | 31 |
|
|
2022
Q4 | $254K | Buy |
+4,572
| New | +$254K | 0.22% | 35 |
|