BFA
Beaumont Financial Advisors’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.1M | Sell |
71,980
-140
| -0.2% | -$4.09K | 0.15% | 87 |
|
|
2025
Q1 | $1.81M | Sell |
72,120
-5,128
| -7% | -$128K | 0.14% | 100 |
|
|
2024
Q4 | $2.15M | Buy |
77,248
+57,936
| +300% | +$1.61M | 0.16% | 87 |
|
|
2024
Q3 | $2.01M | Sell |
19,312
-1,736
| -8% | -$181K | 0.16% | 87 |
|
|
2024
Q2 | $2.12M | Sell |
21,048
-348
| -2% | -$35.1K | 0.17% | 87 |
|
|
2024
Q1 | $1.98M | Sell |
21,396
-1,532
| -7% | -$142K | 0.16% | 86 |
|
|
2023
Q4 | $1.9M | Sell |
22,928
-9,586
| -29% | -$795K | 0.17% | 83 |
|
|
2023
Q3 | $2.36M | Sell |
32,514
-700
| -2% | -$50.9K | 0.24% | 66 |
|
|
2023
Q2 | $2.49M | Sell |
33,214
-2,626
| -7% | -$197K | 0.23% | 70 |
|
|
2023
Q1 | $2.34M | Sell |
35,840
-40,442
| -53% | -$2.64M | 0.24% | 57 |
|
|
2022
Q4 | $4.24M | Buy |
76,282
+36,140
| +90% | +$2.01M | 0.43% | 38 |
|
|
2022
Q3 | $2.24M | Buy |
+40,142
| New | +$2.24M | 0.21% | 63 |
|