Brickley 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 | $423K | Buy |
14,477
+1,076
| +8% | +$31.4K | 0.08% | 36 |
|
|
2025
Q1 | $336K | Buy |
13,401
+1,810
| +16% | +$45.3K | 0.07% | 39 |
|
|
2024
Q4 | $323K | Buy |
11,591
+1,439
| +14% | +$40.1K | 0.07% | 38 |
|
|
2024
Q3 | $264K | Buy |
10,152
+96
| +1% | +$2.5K | 0.05% | 39 |
|
|
2024
Q2 | $253K | Buy |
10,056
+20
| +0.2% | +$504 | 0.06% | 41 |
|
|
2024
Q1 | $233K | Sell |
10,036
-688
| -6% | -$15.9K | 0.05% | 43 |
|
|
2023
Q4 | $222K | Sell |
10,724
-444
| -4% | -$9.21K | 0.05% | 42 |
|
|
2023
Q3 | $203K | Buy |
11,168
+128
| +1% | +$2.33K | 0.05% | 40 |
|
|
2023
Q2 | $207K | Buy |
+11,040
| New | +$207K | 0.05% | 41 |
|