BIP Wealth’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 | $497K | Sell |
17,027
-3,917
| -19% | -$114K | 0.03% | 156 |
|
|
2025
Q1 | $524K | Buy |
20,944
+383
| +2% | +$9.59K | 0.03% | 150 |
|
|
2024
Q4 | $573K | Buy |
20,561
+3,341
| +19% | +$93.1K | 0.04% | 137 |
|
|
2024
Q3 | $449K | Buy |
17,220
+3,484
| +25% | +$90.8K | 0.03% | 144 |
|
|
2024
Q2 | $346K | Buy |
13,736
+256
| +2% | +$6.46K | 0.03% | 137 |
|
|
2024
Q1 | $312K | Sell |
13,480
-2,616
| -16% | -$60.6K | 0.02% | 156 |
|
|
2023
Q4 | $334K | Hold |
16,096
| – | – | 0.03% | 141 |
|
|
2023
Q3 | $293K | Buy |
16,096
+4,264
| +36% | +$77.5K | 0.03% | 138 |
|
|
2023
Q2 | $222K | Sell |
11,832
-1,504
| -11% | -$28.2K | 0.02% | 171 |
|
|
2023
Q1 | $217K | Buy |
+13,336
| New | +$217K | 0.02% | 169 |
|