Blue Barn 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 | $4.28M | Sell |
146,468
-1,736
| -1% | -$50.7K | 2.02% | 10 |
|
|
2025
Q1 | $3.71M | Sell |
148,204
-4,189
| -3% | -$105K | 1.94% | 11 |
|
|
2024
Q4 | $4.25M | Sell |
152,393
-423
| -0.3% | -$11.8K | 2.24% | 10 |
|
|
2024
Q3 | $3.98M | Buy |
152,816
+101,624
| +199% | +$2.65M | 2.04% | 10 |
|
|
2024
Q2 | $3.89M | Sell |
51,192
-109,448
| -68% | -$8.32M | 2.17% | 11 |
|
|
2024
Q1 | $3.72M | Sell |
160,640
-15,080
| -9% | -$350K | 2.08% | 11 |
|
|
2023
Q4 | $3.64M | Sell |
175,720
-6,796
| -4% | -$141K | 2.17% | 10 |
|
|
2023
Q3 | $3.32M | Sell |
182,516
-2,720
| -1% | -$49.4K | 2.18% | 12 |
|
|
2023
Q2 | $3.47M | Sell |
185,236
-25,208
| -12% | -$472K | 2.25% | 11 |
|
|
2023
Q1 | $3.43M | Sell |
210,444
-11,092
| -5% | -$181K | 2.12% | 11 |
|
|
2022
Q4 | $3.08M | Buy |
221,536
+147,956
| +201% | +$2.06M | 2.03% | 13 |
|
|
2022
Q3 | $1.03M | Buy |
73,580
+9,120
| +14% | +$127K | 0.73% | 29 |
|
|
2022
Q2 | $934K | Buy |
64,460
+11,312
| +21% | +$164K | 0.72% | 29 |
|
|
2022
Q1 | $994K | Sell |
53,148
-3,628
| -6% | -$67.9K | 0.69% | 31 |
|
|
2021
Q4 | $1.16M | Sell |
56,776
-152
| -0.3% | -$3.11K | 0.79% | 28 |
|
|
2021
Q3 | $1.05M | Buy |
56,928
+896
| +2% | +$16.6K | 0.92% | 25 |
|
|
2021
Q2 | $1.02M | Buy |
+56,032
| New | +$1.02M | 1.05% | 25 |
|