Barden Capital 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 | $4M | Sell |
136,794
-3,110
| -2% | -$90.8K | 3.5% | 7 |
|
|
2025
Q1 | $3.5M | Sell |
139,904
-294
| -0.2% | -$7.36K | 3.12% | 7 |
|
|
2024
Q4 | $3.91M | Buy |
140,198
+2,042
| +1% | +$56.9K | 3.35% | 7 |
|
|
2024
Q3 | $3.6M | Buy |
138,156
+3,452
| +3% | +$89.9K | 3.16% | 7 |
|
|
2024
Q2 | $3.4M | Sell |
134,704
-860
| -0.6% | -$21.7K | 3.2% | 7 |
|
|
2024
Q1 | $3.14M | Sell |
135,564
-86,452
| -39% | -$2M | 3.04% | 8 |
|
|
2023
Q4 | $4.04M | Hold |
222,016
| – | – | 3.29% | 7 |
|
|
2023
Q3 | $4.04M | Buy |
222,016
+42,640
| +24% | +$775K | 3.93% | 5 |
|
|
2023
Q2 | $3.36M | Sell |
179,376
-65,708
| -27% | -$1.23M | 3.7% | 4 |
|
|
2023
Q1 | $3.99M | Buy |
245,084
+272
| +0.1% | +$4.43K | 3.82% | 5 |
|
|
2022
Q4 | $3.4M | Buy |
244,812
+12,800
| +6% | +$178K | 3.48% | 5 |
|
|
2022
Q3 | $3.24M | Sell |
232,012
-5,468
| -2% | -$76.3K | 3.77% | 5 |
|
|
2022
Q2 | $3.44M | Buy |
237,480
+19,788
| +9% | +$287K | 3.73% | 5 |
|
|
2022
Q1 | $4.07M | Buy |
217,692
+10,396
| +5% | +$194K | 3.99% | 5 |
|
|
2021
Q4 | $4.24M | Buy |
+207,296
| New | +$4.24M | 4.04% | 4 |
|