Beacon Bridge Wealth Partners’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 | $6.62M | Sell |
226,496
-3,461
| -2% | -$101K | 2.63% | 13 |
|
|
2025
Q1 | $5.76M | Buy |
229,957
+2,299
| +1% | +$57.6K | 2.46% | 13 |
|
|
2024
Q4 | $6.34M | Buy |
227,658
+9,326
| +4% | +$260K | 2.69% | 12 |
|
|
2024
Q3 | $5.69M | Sell |
218,332
-35,248
| -14% | -$918K | 2.44% | 13 |
|
|
2024
Q2 | $6.39M | Buy |
253,580
+37,488
| +17% | +$945K | 2.93% | 9 |
|
|
2024
Q1 | $5.01M | Buy |
216,092
+35,836
| +20% | +$831K | 2.37% | 11 |
|
|
2023
Q4 | $3.74M | Buy |
180,256
+143,612
| +392% | +$2.98M | 1.87% | 16 |
|
|
2023
Q3 | $666K | Buy |
+36,644
| New | +$666K | 0.35% | 45 |
|