Beaird Harris Wealth 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 | $290K | Buy |
9,912
+8,000
| +418% | +$234K | 0.02% | 117 |
|
|
2025
Q1 | $47.9K | Hold |
1,912
| – | – | ﹤0.01% | 225 |
|
|
2024
Q4 | $53.3K | Hold |
1,912
| – | – | ﹤0.01% | 221 |
|
|
2024
Q3 | $49.8K | Hold |
1,912
| – | – | ﹤0.01% | 233 |
|
|
2024
Q2 | $48.2K | Buy |
+1,912
| New | +$48.2K | ﹤0.01% | 229 |
|
|
2022
Q1 | – | Sell |
-32
| Closed | -$1K | – | 702 |
|
|
2021
Q4 | $1K | Buy |
+32
| New | +$1K | ﹤0.01% | 617 |
|