Baker Tilly Wealth Management’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 | $400K | Buy |
13,679
+13
| +0.1% | +$380 | 0.14% | 153 |
|
|
2025
Q1 | $342K | Buy |
13,666
+16
| +0.1% | +$401 | 0.13% | 167 |
|
|
2024
Q4 | $380K | Sell |
13,650
-114
| -0.8% | -$3.18K | 0.15% | 154 |
|
|
2024
Q3 | $358K | Buy |
13,764
+268
| +2% | +$6.98K | 0.16% | 156 |
|
|
2024
Q2 | $340K | Hold |
13,496
| – | – | 0.14% | 175 |
|
|
2024
Q1 | $313K | Hold |
13,496
| – | – | 0.06% | 336 |
|
|
2023
Q4 | $280K | Buy |
+13,496
| New | +$280K | 0.05% | 396 |
|