Arkadios Wealth 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 | $5.62M | Buy |
192,423
+99,103
| +106% | +$2.89M | 0.17% | 138 |
|
|
2025
Q1 | $2.34M | Buy |
93,320
+21,173
| +29% | +$530K | 0.09% | 253 |
|
|
2024
Q4 | $2.01M | Sell |
72,147
-677
| -0.9% | -$18.9K | 0.11% | 184 |
|
|
2024
Q3 | $1.9M | Buy |
72,824
+45,188
| +164% | +$1.18M | 0.11% | 196 |
|
|
2024
Q2 | $697K | Buy |
27,636
+6,008
| +28% | +$151K | 0.05% | 370 |
|
|
2024
Q1 | $501K | Sell |
21,628
-1,192
| -5% | -$27.6K | 0.04% | 379 |
|
|
2023
Q4 | $473K | Sell |
22,820
-2,656
| -10% | -$55.1K | 0.04% | 381 |
|
|
2023
Q3 | $463K | Buy |
25,476
+6,104
| +32% | +$111K | 0.04% | 355 |
|
|
2023
Q2 | $363K | Sell |
19,372
-1,396
| -7% | -$26.2K | 0.04% | 390 |
|
|
2023
Q1 | $338K | Sell |
20,768
-2,904
| -12% | -$47.3K | 0.04% | 397 |
|
|
2022
Q4 | $329K | Buy |
23,672
+3,344
| +16% | +$46.5K | 0.04% | 380 |
|
|
2022
Q3 | $284K | Buy |
+20,328
| New | +$284K | 0.04% | 395 |
|
|
2022
Q2 | – | Sell |
-19,888
| Closed | -$372K | – | 594 |
|
|
2022
Q1 | $372K | Sell |
19,888
-3,040
| -13% | -$56.9K | 0.05% | 374 |
|
|
2021
Q4 | $469K | Sell |
22,928
-3,104
| -12% | -$63.5K | 0.06% | 339 |
|
|
2021
Q3 | $481K | Sell |
26,032
-5,112
| -16% | -$94.5K | 0.07% | 301 |
|
|
2021
Q2 | $568K | Sell |
31,144
-16,352
| -34% | -$298K | 0.07% | 298 |
|
|
2021
Q1 | $770K | Sell |
47,496
-20,664
| -30% | -$335K | 0.13% | 189 |
|
|
2020
Q4 | $1.09M | Buy |
68,160
+2,824
| +4% | +$45.3K | 0.23% | 110 |
|
|
2020
Q3 | $980K | Buy |
65,336
+96
| +0.1% | +$1.44K | 0.49% | 47 |
|
|
2020
Q2 | $865K | Buy |
65,240
+64,560
| +9,494% | +$856K | 0.48% | 42 |
|
|
2020
Q1 | $6.8K | Hold |
680
| – | – | ﹤0.01% | 720 |
|
|
2019
Q4 | $8.61K | Buy |
+680
| New | +$8.61K | 0.01% | 620 |
|