Beacon Capital Management LLC (Tennessee)’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 | $78.1K | Sell |
2,675
-174
| -6% | -$5.08K | 0.01% | 254 |
|
|
2025
Q1 | $71.4K | Buy |
2,849
+2
| +0.1% | +$50 | 0.01% | 252 |
|
|
2024
Q4 | $79.4K | Buy |
2,847
+39
| +1% | +$1.09K | 0.01% | 227 |
|
|
2024
Q3 | $73.2K | Hold |
2,808
| – | – | 0.01% | 251 |
|
|
2024
Q2 | $70.8K | Hold |
2,808
| – | – | 0.01% | 228 |
|
|
2024
Q1 | $65.1K | Hold |
2,808
| – | – | 0.01% | 246 |
|
|
2023
Q4 | $51K | Hold |
2,808
| – | – | 0.01% | 219 |
|
|
2023
Q3 | $52.6K | Hold |
2,808
| – | – | 0.01% | 237 |
|
|
2023
Q2 | $52.6K | Hold |
2,808
| – | – | 0.01% | 237 |
|
|
2023
Q1 | $45.7K | Hold |
2,808
| – | – | 0.01% | 233 |
|
|
2022
Q4 | $39K | Sell |
2,808
-240
| -8% | -$3.33K | 0.01% | 262 |
|
|
2022
Q3 | $44K | Hold |
3,048
| – | – | 0.01% | 226 |
|
|
2022
Q2 | $56K | Hold |
3,048
| – | – | 0.01% | 221 |
|
|
2022
Q1 | $56K | Buy |
+3,048
| New | +$56K | 0.01% | 221 |
|