AFA
American 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 | $479K | Sell |
16,402
-131
| -0.8% | -$3.83K | 0.07% | 95 |
|
|
2025
Q1 | $414K | Buy |
16,533
+13
| +0.1% | +$326 | 0.06% | 91 |
|
|
2024
Q4 | $460K | Buy |
16,520
+12,239
| +286% | +$341K | 0.06% | 85 |
|
|
2024
Q3 | $446K | Buy |
4,281
+136
| +3% | +$14.2K | 0.06% | 87 |
|
|
2024
Q2 | $418K | Buy |
4,145
+325
| +9% | +$32.8K | 0.06% | 91 |
|
|
2024
Q1 | $354K | Buy |
3,820
+966
| +34% | +$89.6K | 0.05% | 100 |
|
|
2023
Q4 | $237K | Buy |
+2,854
| New | +$237K | 0.04% | 125 |
|