Beacon Capital Management Inc (Ohio)’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
$5.38K Buy
+184
New +$5.38K ﹤0.01% 78
2024
Q1
Sell
-184
Closed -$3.82K 58
2023
Q4
$3.82K Hold
184
﹤0.01% 56
2023
Q3
$3.35K Hold
184
﹤0.01% 50
2023
Q2
$3.45K Hold
184
﹤0.01% 52
2023
Q1
$3K Sell
184
-116
-39% -$1.89K ﹤0.01% 77
2022
Q4
$4.17K Buy
300
+116
+63% +$1.61K ﹤0.01% 58
2022
Q3
$3K Hold
184
﹤0.01% 65
2022
Q2
$3K Hold
184
﹤0.01% 84
2022
Q1
$3K Hold
184
﹤0.01% 66
2021
Q4
$4K Hold
184
﹤0.01% 58
2021
Q3
$3K Buy
+184
New +$3K ﹤0.01% 75
2021
Q2
Sell
-184
Closed -$3K 52
2021
Q1
$3K Hold
184
﹤0.01% 51
2020
Q4
$3K Hold
184
﹤0.01% 61
2020
Q3
$3K Hold
184
﹤0.01% 67
2020
Q2
$2K Hold
184
﹤0.01% 59
2020
Q1
$2K Hold
184
﹤0.01% 75
2019
Q4
$2K Hold
184
﹤0.01% 51
2019
Q3
$2K Hold
184
﹤0.01% 51
2019
Q2
$2K Hold
184
﹤0.01% 66
2019
Q1
$2K Hold
184
﹤0.01% 57
2018
Q4
$2K Hold
184
﹤0.01% 50
2018
Q3
$2K Hold
184
﹤0.01% 54
2018
Q2
$2K Hold
184
﹤0.01% 67
2018
Q1
$2K Hold
184
﹤0.01% 70
2017
Q4
$2K Hold
184
﹤0.01% 54
2017
Q3
$2K Buy
+184
New +$2K ﹤0.01% 60