AIFAIM
American Institute for Advanced Investment Management’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 | $222K | Buy |
+7,600
| New | +$222K | 0.16% | 133 |
|
|
2025
Q1 | – | Sell |
-7,600
| Closed | -$212K | – | 146 |
|
|
2024
Q4 | $212K | Buy |
+7,600
| New | +$212K | 0.16% | 126 |
|
|
2024
Q3 | – | Sell |
-2,000
| Closed | -$202K | – | 145 |
|
|
2024
Q2 | $202K | Buy |
+2,000
| New | +$202K | 0.15% | 131 |
|