AFP
Ausdal Financial Partners’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 | $37.9M | Buy |
1,295,841
+10,780
| +0.8% | +$315K | 2.53% | 3 |
|
|
2025
Q1 | $32.2M | Buy |
1,285,061
+235,511
| +22% | +$5.9M | 2.43% | 4 |
|
|
2024
Q4 | $29.3M | Buy |
1,049,550
+886,693
| +544% | +$24.7M | 2.53% | 3 |
|
|
2024
Q3 | $17M | Buy |
162,857
+294
| +0.2% | +$30.6K | 1.76% | 10 |
|
|
2024
Q2 | $16.4M | Buy |
162,563
+11,845
| +8% | +$1.19M | 1.75% | 8 |
|
|
2024
Q1 | $14M | Buy |
150,718
+5,048
| +3% | +$468K | 1.62% | 9 |
|
|
2023
Q4 | $12.1M | Buy |
145,670
+8,524
| +6% | +$707K | 1.5% | 10 |
|
|
2023
Q3 | $9.97M | Buy |
137,146
+6,237
| +5% | +$454K | 1.37% | 11 |
|
|
2023
Q2 | $9.81M | Buy |
130,909
+5,369
| +4% | +$402K | 1.33% | 8 |
|
|
2023
Q1 | $8.18M | Buy |
125,540
+23,311
| +23% | +$1.52M | 1.13% | 10 |
|
|
2022
Q4 | $5.68M | Buy |
102,229
+17,424
| +21% | +$968K | 0.83% | 19 |
|
|
2022
Q3 | $4.73M | Buy |
84,805
+12,411
| +17% | +$693K | 0.75% | 23 |
|
|
2022
Q2 | $4.2M | Buy |
72,394
+13,086
| +22% | +$759K | 0.63% | 32 |
|
|
2022
Q1 | $4.44M | Buy |
59,308
+30,544
| +106% | +$2.29M | 0.6% | 35 |
|
|
2021
Q4 | $4.71M | Buy |
28,764
+666
| +2% | +$109K | 0.63% | 30 |
|
|
2021
Q3 | $4.16M | Buy |
28,098
+2,820
| +11% | +$418K | 0.62% | 28 |
|
|
2021
Q2 | $3.69M | Buy |
25,278
+1,685
| +7% | +$246K | 0.56% | 43 |
|
|
2021
Q1 | $3.06M | Buy |
23,593
+5,338
| +29% | +$693K | 0.52% | 51 |
|
|
2020
Q4 | $2.34M | Buy |
18,255
+2,389
| +15% | +$307K | 0.46% | 58 |
|
|
2020
Q3 | $1.83M | Buy |
15,866
+7,519
| +90% | +$866K | 0.44% | 57 |
|
|
2020
Q2 | $848K | Buy |
8,347
+2,008
| +32% | +$204K | 0.28% | 99 |
|
|
2020
Q1 | $559K | Buy |
6,339
+1,037
| +20% | +$91.4K | 0.2% | 127 |
|
|
2019
Q4 | $514K | Buy |
5,302
+907
| +21% | +$87.9K | 0.15% | 164 |
|
|
2019
Q3 | $369K | Sell |
4,395
-349
| -7% | -$29.3K | 0.13% | 200 |
|
|
2019
Q2 | $407K | Sell |
4,744
-184
| -4% | -$15.8K | 0.16% | 173 |
|
|
2019
Q1 | $391K | Buy |
4,928
+184
| +4% | +$14.6K | 0.16% | 162 |
|
|
2018
Q4 | $327K | Sell |
4,744
-805
| -15% | -$55.5K | 0.16% | 159 |
|
|
2018
Q3 | $455K | Buy |
5,549
+526
| +10% | +$43.1K | 0.13% | 211 |
|
|
2018
Q2 | $381K | Buy |
5,023
+387
| +8% | +$29.4K | 0.12% | 232 |
|
|
2018
Q1 | $332K | Buy |
4,636
+374
| +9% | +$26.8K | 0.12% | 229 |
|
|
2017
Q4 | $301K | Buy |
4,262
+251
| +6% | +$17.7K | 0.11% | 249 |
|
|
2017
Q3 | $265K | Buy |
4,011
+232
| +6% | +$15.3K | 0.11% | 253 |
|
|
2017
Q2 | $239K | Buy |
+3,779
| New | +$239K | 0.1% | 254 |
|