Avant Capital’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 | $2.87M | Sell |
98,381
-1,328
| -1% | -$38.8K | 2.23% | 17 |
|
|
2025
Q1 | $2.5M | Buy |
99,709
+343
| +0.3% | +$8.59K | 2.08% | 19 |
|
|
2024
Q4 | $2.77M | Buy |
+99,366
| New | +$2.77M | 2.3% | 17 |
|
|
2023
Q3 | $2.03M | Sell |
111,420
-236
| -0.2% | -$4.29K | 2.32% | 18 |
|
|
2023
Q2 | $2.09M | Sell |
111,656
-1,680
| -1% | -$31.5K | 2.31% | 18 |
|
|
2023
Q1 | $1.85M | Buy |
113,336
+680
| +0.6% | +$11.1K | 2.13% | 18 |
|
|
2022
Q4 | $1.56M | Sell |
112,656
-2,980
| -3% | -$41.4K | 1.92% | 18 |
|
|
2022
Q3 | $1.61M | Buy |
115,636
+3,016
| +3% | +$42.1K | 2.18% | 18 |
|
|
2022
Q2 | $1.63M | Sell |
112,620
-2,244
| -2% | -$32.5K | 2.11% | 18 |
|
|
2022
Q1 | $2.15M | Buy |
114,864
+592
| +0.5% | +$11.1K | 2.4% | 18 |
|
|
2021
Q4 | $2.34M | Buy |
+114,272
| New | +$2.34M | 2.57% | 18 |
|