Atwood & Palmer’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 | $22.3K | Buy |
+764
| New | +$22.3K | ﹤0.01% | 316 |
|
|
2022
Q1 | – | Sell |
-8,000
| Closed | -$164K | – | 460 |
|
|
2021
Q4 | $164K | Buy |
8,000
+2,400
| +43% | +$49.2K | 0.01% | 157 |
|
|
2021
Q3 | $104K | Buy |
+5,600
| New | +$104K | 0.01% | 184 |
|
|
2021
Q2 | – | Sell |
-5,888
| Closed | -$96K | – | 445 |
|
|
2021
Q1 | $96K | Buy |
+5,888
| New | +$96K | 0.01% | 183 |
|
|
2016
Q1 | – | Sell |
-1,184
| Closed | -$8K | – | 375 |
|
|
2015
Q4 | $8K | Buy |
+1,184
| New | +$8K | ﹤0.01% | 335 |
|