Archford Capital 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
$7.25M Sell
248,317
-102
-0% -$2.98K 0.93% 27
2025
Q1
$6.22M Sell
248,419
-162,593
-40% -$4.07M 0.91% 27
2024
Q4
$11.5M Sell
411,012
-529,704
-56% -$14.8M 1.73% 8
2024
Q3
$6.27M Buy
940,716
+715,252
+317% +$4.77M 0.94% 30
2024
Q2
$5.68M Buy
225,464
+6,308
+3% +$159K 0.92% 31
2024
Q1
$5.08M Buy
219,156
+19,812
+10% +$459K 0.85% 30
2023
Q4
$4.13M Buy
199,344
+10,336
+5% +$214K 0.76% 32
2023
Q3
$3.44M Buy
+189,008
New +$3.44M 0.69% 36