Boyd Wealth Management’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 | $4.74M | Buy |
162,255
+6,704
| +4% | +$196K | 2.05% | 11 |
|
|
2025
Q1 | $3.89M | Buy |
155,551
+18,170
| +13% | +$455K | 1.94% | 11 |
|
|
2024
Q4 | $3.83M | Sell |
137,381
-1,055
| -0.8% | -$29.4K | 1.89% | 12 |
|
|
2024
Q3 | $3.61M | Sell |
138,436
-376
| -0.3% | -$9.79K | 1.83% | 13 |
|
|
2024
Q2 | $3.5M | Sell |
138,812
-484
| -0.3% | -$12.2K | 1.93% | 13 |
|
|
2024
Q1 | $3.23M | Buy |
139,296
+72
| +0.1% | +$1.67K | 1.84% | 13 |
|
|
2023
Q4 | $2.89M | Sell |
139,224
-28,740
| -17% | -$596K | 1.8% | 14 |
|
|
2023
Q3 | $3.05M | Sell |
167,964
-5,824
| -3% | -$106K | 2.05% | 13 |
|
|
2023
Q2 | $3.26M | Buy |
173,788
+2,228
| +1% | +$41.7K | 1.98% | 15 |
|
|
2023
Q1 | $2.8M | Buy |
171,560
+10,344
| +6% | +$169K | 1.94% | 14 |
|
|
2022
Q4 | $2.24M | Buy |
161,216
+47,512
| +42% | +$660K | 1.64% | 15 |
|
|
2022
Q3 | $1.59M | Buy |
113,704
+44,740
| +65% | +$624K | 1.27% | 16 |
|
|
2022
Q2 | $1M | Buy |
68,964
+23,996
| +53% | +$348K | 0.82% | 18 |
|
|
2022
Q1 | $841K | Buy |
44,968
+2,072
| +5% | +$38.8K | 0.63% | 20 |
|
|
2021
Q4 | $878K | Buy |
+42,896
| New | +$878K | 0.64% | 22 |
|