American Financial & Tax Strategies’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 | $353K | Hold |
12,080
| – | – | 0.18% | 75 |
|
|
2025
Q1 | $302K | Hold |
12,080
| – | – | 0.16% | 78 |
|
|
2024
Q4 | $337K | Sell |
12,080
-1,796
| -13% | -$50.1K | 0.17% | 77 |
|
|
2024
Q3 | $361K | Sell |
13,876
-1,292
| -9% | -$33.7K | 0.18% | 74 |
|
|
2024
Q2 | $382K | Sell |
15,168
-672
| -4% | -$16.9K | 0.2% | 73 |
|
|
2024
Q1 | $367K | Sell |
15,840
-433,044
| -96% | -$10M | 0.2% | 74 |
|
|
2023
Q4 | $3.79M | Buy |
+448,884
| New | +$3.79M | 2.16% | 13 |
|