Briaud Financial Planning’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 | $79K | Hold |
2,736
| – | – | 0.03% | 78 |
|
|
2025
Q1 | $68K | Hold |
2,736
| – | – | 0.03% | 76 |
|
|
2024
Q4 | $76K | Hold |
2,736
| – | – | 0.03% | 64 |
|
|
2024
Q3 | $71K | Hold |
2,736
| – | – | 0.04% | 51 |
|
|
2024
Q2 | $68K | Hold |
2,736
| – | – | 0.04% | 49 |
|
|
2024
Q1 | $64K | Buy |
+2,736
| New | +$64K | 0.04% | 49 |
|
|
2023
Q4 | – | Sell |
-2,736
| Closed | -$49K | – | 132 |
|
|
2023
Q3 | $49K | Buy |
+2,736
| New | +$49K | 0.04% | 54 |
|