AWS
Atria Wealth Solutions’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 | $12.9M | Sell |
441,275
-468,262
| -51% | -$13.7M | 0.29% | 75 |
|
|
2025
Q1 | $22.8M | Sell |
909,537
-58,664
| -6% | -$1.47M | 0.27% | 77 |
|
|
2024
Q4 | $27M | Buy |
968,201
+730,558
| +307% | +$20.4M | 0.3% | 68 |
|
|
2024
Q3 | $24.8M | Sell |
237,643
-21,017
| -8% | -$2.19M | 0.27% | 78 |
|
|
2024
Q2 | $26.1M | Buy |
258,660
+22,703
| +10% | +$2.29M | 0.29% | 66 |
|
|
2024
Q1 | $21.9M | Buy |
235,957
+35,735
| +18% | +$3.31M | 0.25% | 87 |
|
|
2023
Q4 | $16.6M | Buy |
200,222
+21,870
| +12% | +$1.81M | 0.21% | 104 |
|
|
2023
Q3 | $13M | Buy |
178,352
+81,656
| +84% | +$5.94M | 0.18% | 121 |
|
|
2023
Q2 | $7.25M | Sell |
96,696
-21,488
| -18% | -$1.61M | 0.1% | 202 |
|
|
2023
Q1 | $7.7M | Buy |
118,184
+3,565
| +3% | +$232K | 0.11% | 176 |
|
|
2022
Q4 | $6.37M | Sell |
114,619
-101,540
| -47% | -$5.64M | 0.1% | 211 |
|
|
2022
Q3 | $12.1M | Buy |
216,159
+20,153
| +10% | +$1.12M | 0.21% | 105 |
|
|
2022
Q2 | $11.4M | Sell |
196,006
-58,720
| -23% | -$3.41M | 0.21% | 96 |
|
|
2022
Q1 | $19.1M | Buy |
+254,726
| New | +$19.1M | 0.32% | 64 |
|