Bigelow Investment Advisors’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 | $4.54M | Buy |
155,584
+517
| +0.3% | +$15.1K | 2% | 10 |
|
|
2025
Q1 | $3.88M | Sell |
155,067
-4,120
| -3% | -$103K | 1.84% | 10 |
|
|
2024
Q4 | $4.44M | Sell |
159,187
-3,321
| -2% | -$92.6K | 2.08% | 10 |
|
|
2024
Q3 | $4.23M | Buy |
162,508
+6,672
| +4% | +$174K | 1.89% | 10 |
|
|
2024
Q2 | $3.93M | Buy |
155,836
+18,432
| +13% | +$465K | 1.88% | 10 |
|
|
2024
Q1 | $3.19M | Buy |
137,404
+312
| +0.2% | +$7.23K | 1.57% | 11 |
|
|
2023
Q4 | $2.84M | Buy |
137,092
+7,740
| +6% | +$161K | 1.54% | 14 |
|
|
2023
Q3 | $2.35M | Sell |
129,352
-2,176
| -2% | -$39.6K | 1.35% | 17 |
|
|
2023
Q2 | $2.46M | Buy |
131,528
+12,792
| +11% | +$240K | 1.35% | 17 |
|
|
2023
Q1 | $1.93M | Sell |
118,736
-4,552
| -4% | -$74.2K | 1.11% | 19 |
|
|
2022
Q4 | $1.71M | Buy |
123,288
+14,572
| +13% | +$202K | 0.99% | 25 |
|
|
2022
Q3 | $1.52M | Sell |
108,716
-19,928
| -15% | -$278K | 0.91% | 27 |
|
|
2022
Q2 | $1.87M | Sell |
128,644
-7,168
| -5% | -$104K | 1.03% | 22 |
|
|
2022
Q1 | $2.54M | Sell |
135,812
-38,412
| -22% | -$718K | 1.19% | 18 |
|
|
2021
Q4 | $3.57M | Buy |
174,224
+3,480
| +2% | +$71.2K | 1.62% | 13 |
|
|
2021
Q3 | $3.16M | Buy |
170,744
+21,376
| +14% | +$396K | 1.56% | 14 |
|
|
2021
Q2 | $2.73M | Hold |
149,368
| – | – | 1.32% | 15 |
|
|
2021
Q1 | $2.42M | Sell |
149,368
-168
| -0.1% | -$2.73K | 1.23% | 18 |
|
|
2020
Q4 | $2.4M | Buy |
149,536
+15,064
| +11% | +$242K | 1.27% | 18 |
|
|
2020
Q3 | $1.94M | Buy |
134,472
+2,408
| +2% | +$34.7K | 1.15% | 18 |
|
|
2020
Q2 | $1.68M | Buy |
+132,064
| New | +$1.68M | 1.09% | 18 |
|