BIA
Bell Investment 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 | $197K | Sell |
6,742
-1,061
| -14% | -$31K | 0.03% | 117 |
|
|
2025
Q1 | $195K | Buy |
7,803
+7
| +0.1% | +$175 | 0.04% | 111 |
|
|
2024
Q4 | $217K | Buy |
7,796
+5,872
| +305% | +$164K | 0.04% | 106 |
|
|
2024
Q3 | $200K | Sell |
1,924
-1,037
| -35% | -$108K | 0.04% | 106 |
|
|
2024
Q2 | $299K | Buy |
+2,961
| New | +$299K | 0.06% | 86 |
|