Brass Tax 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 | $23.2M | Buy |
793,461
+34,280
| +5% | +$1M | 4.46% | 5 |
|
|
2025
Q1 | $19M | Buy |
759,181
+33,999
| +5% | +$851K | 3.99% | 5 |
|
|
2024
Q4 | $20.2M | Buy |
725,182
+11,362
| +2% | +$317K | 4.25% | 5 |
|
|
2024
Q3 | $18.6M | Buy |
713,820
+564,764
| +379% | +$14.7M | 3.98% | 6 |
|
|
2024
Q2 | $3.76M | Buy |
149,056
+72,528
| +95% | +$1.83M | 1.62% | 16 |
|
|
2024
Q1 | $1.77M | Buy |
+76,528
| New | +$1.77M | 0.92% | 22 |
|