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 |
|