AGC
Aspen Grove Capital’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.17M | Buy |
74,139
+1
| +0% | +$29 | 0.37% | 43 |
|
|
2025
Q1 | $1.86M | Buy |
74,138
+53
| +0.1% | +$1.33K | 0.36% | 45 |
|
|
2024
Q4 | $2.06M | Buy |
74,085
+55,928
| +308% | +$1.56M | 0.44% | 39 |
|
|
2024
Q3 | $1.89M | Buy |
18,157
+1
| +0% | +$104 | 0.42% | 40 |
|
|
2024
Q2 | $1.83M | Hold |
18,156
| – | – | 0.43% | 40 |
|
|
2024
Q1 | $1.68M | Sell |
18,156
-1
| -0% | -$93 | 0.48% | 41 |
|
|
2023
Q4 | $1.49M | Buy |
18,157
+52
| +0.3% | +$4.28K | 0.45% | 47 |
|
|
2023
Q3 | $1.32M | Buy |
18,105
+3,750
| +26% | +$273K | 0.49% | 45 |
|
|
2023
Q2 | $1.08M | Buy |
+14,355
| New | +$1.08M | 0.35% | 65 |
|