Bridge Advisory’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
2024
Q3
$4.55M Sell
174,680
-14,084
-7% -$367K 2.16% 14
2024
Q2
$4.76M Buy
188,764
+7,724
+4% +$195K 2.34% 13
2024
Q1
$4.2M Buy
181,040
+59,112
+48% +$1.37M 2.08% 14
2023
Q4
$2.53M Buy
+121,928
New +$2.53M 1.27% 23