AAS
Asset Allocation Strategies’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 | $10.8M | Buy |
368,734
+39,257
| +12% | +$1.15M | 2.38% | 13 |
|
|
2025
Q1 | $8.25M | Buy |
329,477
+27,326
| +9% | +$684K | 2.05% | 18 |
|
|
2024
Q4 | $8.62M | Buy |
302,151
+263,773
| +687% | +$7.53M | 2.08% | 20 |
|
|
2024
Q3 | $4M | Buy |
38,378
+31,511
| +459% | +$3.28M | 1.14% | 29 |
|
|
2024
Q2 | $693K | Buy |
+6,867
| New | +$693K | 0.23% | 50 |
|