Boyce & Associates Wealth Consulting’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 | $591K | Buy |
20,249
+767
| +4% | +$22.4K | 0.54% | 37 |
|
|
2025
Q1 | $488K | Sell |
19,482
-627
| -3% | -$15.7K | 0.49% | 40 |
|
|
2024
Q4 | $560K | Sell |
20,109
-211
| -1% | -$5.88K | 0.57% | 34 |
|
|
2024
Q3 | $529K | Buy |
20,320
+436
| +2% | +$11.4K | 0.55% | 36 |
|
|
2024
Q2 | $501K | Hold |
19,884
| – | – | 0.59% | 35 |
|
|
2024
Q1 | $461K | Sell |
19,884
-28
| -0.1% | -$649 | 0.6% | 31 |
|
|
2023
Q4 | $413K | Buy |
19,912
+540
| +3% | +$11.2K | 0.6% | 29 |
|
|
2023
Q3 | $352K | Sell |
19,372
-24
| -0.1% | -$436 | 0.59% | 31 |
|
|
2023
Q2 | $363K | Buy |
19,396
+20
| +0.1% | +$375 | 0.61% | 30 |
|
|
2023
Q1 | $314K | Buy |
19,376
+20
| +0.1% | +$325 | 0.56% | 35 |
|
|
2022
Q4 | $269K | Buy |
19,356
+420
| +2% | +$5.83K | 0.51% | 34 |
|
|
2022
Q3 | $264K | Buy |
18,936
+220
| +1% | +$3.07K | 0.54% | 34 |
|
|
2022
Q2 | $271K | Buy |
18,716
+20
| +0.1% | +$290 | 0.49% | 37 |
|
|
2022
Q1 | $350K | Buy |
+18,696
| New | +$350K | 0.52% | 37 |
|