Atlas Capital 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 | $12.4K | Hold |
424
| – | – | ﹤0.01% | 756 |
|
|
2025
Q1 | $10.6K | Hold |
424
| – | – | ﹤0.01% | 799 |
|
|
2024
Q4 | $11.8K | Buy |
424
+200
| +89% | +$5.57K | ﹤0.01% | 765 |
|
|
2024
Q3 | $5.83K | Sell |
224
-1,200
| -84% | -$31.3K | ﹤0.01% | 767 |
|
|
2024
Q2 | $35.9K | Sell |
1,424
-400
| -22% | -$10.1K | ﹤0.01% | 625 |
|
|
2024
Q1 | $42.3K | Sell |
1,824
-2,032
| -53% | -$47.1K | 0.01% | 591 |
|
|
2023
Q4 | $80K | Hold |
3,856
| – | – | 0.01% | 531 |
|
|
2023
Q3 | $70.1K | Sell |
3,856
-264
| -6% | -$4.8K | 0.01% | 500 |
|
|
2023
Q2 | $77.2K | Buy |
4,120
+1,456
| +55% | +$27.3K | 0.01% | 515 |
|
|
2023
Q1 | $43.4K | Hold |
2,664
| – | – | 0.01% | 585 |
|
|
2022
Q4 | $37K | Hold |
2,664
| – | – | 0.01% | 588 |
|
|
2022
Q3 | $37.2K | Hold |
2,664
| – | – | 0.01% | 574 |
|
|
2022
Q2 | $38.6K | Hold |
2,664
| – | – | 0.01% | 599 |
|
|
2022
Q1 | $49.8K | Buy |
2,664
+528
| +25% | +$9.88K | 0.01% | 547 |
|
|
2021
Q4 | $43.7K | Buy |
2,136
+840
| +65% | +$17.2K | 0.01% | 547 |
|
|
2021
Q3 | $24K | Buy |
1,296
+512
| +65% | +$9.48K | ﹤0.01% | 619 |
|
|
2021
Q2 | $14.3K | Hold |
784
| – | – | ﹤0.01% | 691 |
|
|
2021
Q1 | $12.7K | Buy |
+784
| New | +$12.7K | ﹤0.01% | 645 |
|