C.M. Bidwell & Associates’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 | $114K | Sell |
3,911
-1
| -0% | -$29 | 0.06% | 165 |
|
|
2025
Q1 | $98K | Buy |
3,912
+830
| +27% | +$20.8K | 0.06% | 165 |
|
|
2024
Q4 | $85.9K | Buy |
3,082
+6
| +0.2% | +$167 | 0.05% | 180 |
|
|
2024
Q3 | $80.1K | Hold |
3,076
| – | – | 0.05% | 190 |
|
|
2024
Q2 | $77.5K | Buy |
3,076
+872
| +40% | +$22K | 0.05% | 202 |
|
|
2024
Q1 | $51.1K | Buy |
+2,204
| New | +$51.1K | 0.03% | 225 |
|