Brown 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 | $4.51M | Buy |
154,277
+46,134
| +43% | +$1.35M | 1.4% | 19 |
|
|
2025
Q1 | $2.71M | Buy |
108,143
+2,537
| +2% | +$63.5K | 0.93% | 26 |
|
|
2024
Q4 | $2.94M | Sell |
105,606
-1,182
| -1% | -$32.9K | 1.04% | 25 |
|
|
2024
Q3 | $2.78M | Sell |
106,788
-6,232
| -6% | -$162K | 1% | 23 |
|
|
2024
Q2 | $2.85M | Sell |
113,020
-52
| -0% | -$1.31K | 1.15% | 21 |
|
|
2024
Q1 | $2.62M | Sell |
113,072
-804
| -0.7% | -$18.6K | 1.08% | 23 |
|
|
2023
Q4 | $2.36M | Sell |
113,876
-380
| -0.3% | -$7.88K | 1.05% | 23 |
|
|
2023
Q3 | $2.08M | Sell |
114,256
-25,272
| -18% | -$459K | 0.99% | 25 |
|
|
2023
Q2 | $2.61M | Buy |
+139,528
| New | +$2.61M | 1.35% | 22 |
|