Broadview Financial Management’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Broadview Financial Management’s Portfolio SCHG Stock Details SCHG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$3.39M	Sell	116,184 -634	-0.5%	-$18.5K	2.31%	11
2025 Q1	$2.93M	Sell	116,818 -2,221	-2%	-$55.6K	2.18%	12
2024 Q4	$3.32M	Sell	119,039 -6,009	-5%	-$167K	2.37%	12
2024 Q3	$3.26M	Sell	125,048 -4,152	-3%	-$108K	2.2%	12
2024 Q2	$3.26M	Sell	129,200 -9,136	-7%	-$230K	2.37%	12
2024 Q1	$3.21M	Sell	138,336 -12,348	-8%	-$286K	2.34%	12
2023 Q4	$3.13M	Sell	150,684 -7,636	-5%	-$158K	2.41%	12
2023 Q3	$2.88M	Sell	158,320 -4,576	-3%	-$83.2K	2.66%	12
2023 Q2	$3.05M	Sell	162,896 -10,500	-6%	-$197K	2.61%	12
2023 Q1	$2.83M	Buy	173,396 +1,352	+0.8%	+$22K	2.47%	12
2022 Q4	$2.39M	Buy	172,044 +7,612	+5%	+$106K	2.15%	13
2022 Q3	$2.29M	Sell	164,432 -5,028	-3%	-$70.2K	2.3%	12
2022 Q2	$2.46M	Buy	169,460 +8,280	+5%	+$120K	2.29%	12
2022 Q1	$3.02M	Buy	161,180 +1,876	+1%	+$35.1K	2.23%	12
2021 Q4	$3.26M	Sell	159,304 -5,232	-3%	-$107K	2.32%	12
2021 Q3	$3.05M	Sell	164,536 -3,200	-2%	-$59.2K	2.36%	12
2021 Q2	$3.06M	Sell	167,736 -2,912	-2%	-$53.1K	2.3%	12
2021 Q1	$2.77M	Sell	170,648 -10,040	-6%	-$163K	2.15%	12
2020 Q4	$2.9M	Sell	180,688 -7,904	-4%	-$127K	2.22%	13
2020 Q3	$2.72M	Sell	188,592 -27,120	-13%	-$390K	2.29%	13
2020 Q2	$2.74M	Sell	215,712 -32,848	-13%	-$417K	2.19%	13
2020 Q1	$2.48M	Sell	248,560 -11,176	-4%	-$111K	2.21%	14
2019 Q4	$3.02M	Sell	259,736 -6,336	-2%	-$73.6K	2.1%	15
2019 Q3	$2.79M	Buy	266,072 +1,856	+0.7%	+$19.5K	2.08%	15
2019 Q2	$2.75M	Buy	264,216 +23,064	+10%	+$240K	2.07%	15
2019 Q1	$2.39M	Buy	241,152 +98,344	+69%	+$976K	1.86%	17
2018 Q4	$1.23M	Buy	142,808 +3,408	+2%	+$29.4K	1.09%	21
2018 Q3	$1.43M	Buy	139,400 +2,648	+2%	+$27.1K	1.28%	18
2018 Q2	$1.3M	Buy	136,752 +2,008	+1%	+$19K	1.26%	18
2018 Q1	$1.21M	Sell	134,744 -4,344	-3%	-$38.9K	1.19%	18
2017 Q4	$1.23M	Buy	+139,088	New	+$1.23M	1.19%	18