Ancora 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 | $1.75M | Buy |
59,772
+4,177
| +8% | +$122K | 0.04% | 304 |
|
|
2025
Q1 | $1.39M | Buy |
55,595
+42
| +0.1% | +$1.05K | 0.03% | 331 |
|
|
2024
Q4 | $1.55M | Buy |
55,553
+11,821
| +27% | +$329K | 0.03% | 320 |
|
|
2024
Q3 | $1.14M | Sell |
43,732
-408
| -0.9% | -$10.6K | 0.03% | 354 |
|
|
2024
Q2 | $1.11M | Sell |
44,140
-688
| -2% | -$17.3K | 0.03% | 351 |
|
|
2024
Q1 | $1.04M | Buy |
44,828
+3,088
| +7% | +$71.6K | 0.02% | 369 |
|
|
2023
Q4 | $866K | Buy |
41,740
+52
| +0.1% | +$1.08K | 0.02% | 387 |
|
|
2023
Q3 | $758K | Buy |
41,688
+44
| +0.1% | +$800 | 0.02% | 389 |
|
|
2023
Q2 | $780K | Sell |
41,644
-7,860
| -16% | -$147K | 0.02% | 386 |
|
|
2023
Q1 | $807K | Buy |
49,504
+5,112
| +12% | +$83.3K | 0.02% | 377 |
|
|
2022
Q4 | $617K | Sell |
44,392
-1,308
| -3% | -$18.2K | 0.02% | 433 |
|
|
2022
Q3 | $638K | Buy |
45,700
+2,104
| +5% | +$29.4K | 0.02% | 438 |
|
|
2022
Q2 | $632K | Sell |
43,596
-76
| -0.2% | -$1.1K | 0.02% | 455 |
|
|
2022
Q1 | $817K | Buy |
43,672
+88
| +0.2% | +$1.65K | 0.02% | 420 |
|
|
2021
Q4 | $892K | Buy |
43,584
+64
| +0.1% | +$1.31K | 0.02% | 398 |
|
|
2021
Q3 | $806K | Buy |
43,520
+32
| +0.1% | +$593 | 0.02% | 423 |
|
|
2021
Q2 | $793K | Buy |
43,488
+40
| +0.1% | +$729 | 0.02% | 435 |
|
|
2021
Q1 | $705K | Buy |
43,448
+48
| +0.1% | +$779 | 0.02% | 442 |
|
|
2020
Q4 | $697K | Buy |
43,400
+48
| +0.1% | +$771 | 0.02% | 408 |
|
|
2020
Q3 | $624K | Buy |
43,352
+64
| +0.1% | +$921 | 0.02% | 388 |
|
|
2020
Q2 | $549K | Buy |
43,288
+64
| +0.1% | +$812 | 0.02% | 399 |
|
|
2020
Q1 | $430K | Buy |
43,224
+80
| +0.2% | +$796 | 0.02% | 484 |
|
|
2019
Q4 | $501K | Buy |
43,144
+984
| +2% | +$11.4K | 0.02% | 492 |
|
|
2019
Q3 | $443K | Buy |
42,160
+592
| +1% | +$6.22K | 0.02% | 472 |
|
|
2019
Q2 | $432K | Hold |
41,568
| – | – | 0.02% | 445 |
|
|
2019
Q1 | $413K | Buy |
41,568
+184
| +0.4% | +$1.83K | 0.02% | 452 |
|
|
2018
Q4 | $357K | Buy |
+41,384
| New | +$357K | 0.02% | 473 |
|