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 |
|