Angeles Wealth Management’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 | $61M | Sell |
2,087,707
-578,288
| -22% | -$16.9M | 4.18% | 6 |
|
|
2025
Q1 | $66.8M | Buy |
2,665,995
+666,011
| +33% | +$16.7M | 5.55% | 6 |
|
|
2024
Q4 | $55.7M | Buy |
1,999,984
+211,344
| +12% | +$5.89M | 4.59% | 6 |
|
|
2024
Q3 | $46.6M | Buy |
1,788,640
+208,540
| +13% | +$5.43M | 4.01% | 7 |
|
|
2024
Q2 | $39.8M | Buy |
1,580,100
+595,768
| +61% | +$15M | 3.74% | 7 |
|
|
2024
Q1 | $22.8M | Buy |
+984,332
| New | +$22.8M | 2.28% | 12 |
|