Atlas Wealth Partners’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 | $1.76M | Buy |
60,067
+1,139
| +2% | +$33.3K | 2.03% | 10 |
|
|
2025
Q1 | $1.48M | Buy |
58,928
+2,050
| +4% | +$51.3K | 1.82% | 10 |
|
|
2024
Q4 | $1.59M | Buy |
56,878
+7,886
| +16% | +$220K | 2.01% | 9 |
|
|
2024
Q3 | $1.28M | Buy |
+48,992
| New | +$1.28M | 1.95% | 11 |
|
|
2023
Q3 | – | Sell |
-43,824
| Closed | -$836K | – | 32 |
|
|
2023
Q2 | $836K | Buy |
+43,824
| New | +$836K | 2.41% | 12 |
|