Birchbrook’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 | $2.73M | Sell |
93,606
-7,088
| -7% | -$207K | 1.47% | 13 |
|
|
2025
Q1 | $2.52M | Buy |
100,694
+4,852
| +5% | +$121K | 1.42% | 13 |
|
|
2024
Q4 | $2.67M | Sell |
95,842
-3,574
| -4% | -$99.6K | 1.52% | 14 |
|
|
2024
Q3 | $2.59M | Buy |
99,416
+120
| +0.1% | +$3.13K | 1.44% | 16 |
|
|
2024
Q2 | $2.5M | Sell |
99,296
-1,288
| -1% | -$32.5K | 1.5% | 15 |
|
|
2024
Q1 | $2.33M | Sell |
100,584
-4,180
| -4% | -$96.9K | 1.39% | 15 |
|
|
2023
Q4 | $2.17M | Buy |
+104,764
| New | +$2.17M | 1.43% | 15 |
|