CFA
Cahill Financial Advisors’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.32M | Buy |
284,961
+19,672
| +7% | +$575K | 1.03% | 22 |
|
|
2025
Q1 | $6.64M | Buy |
265,289
+7,338
| +3% | +$184K | 0.9% | 24 |
|
|
2024
Q4 | $7.19M | Buy |
257,951
+193,899
| +303% | +$5.4M | 0.97% | 22 |
|
|
2024
Q3 | $6.67M | Buy |
64,052
+2,424
| +4% | +$253K | 0.91% | 23 |
|
|
2024
Q2 | $6.21M | Sell |
61,628
-970
| -2% | -$97.8K | 0.85% | 24 |
|
|
2024
Q1 | $5.8M | Buy |
62,598
+9,015
| +17% | +$836K | 0.79% | 27 |
|
|
2023
Q4 | $4.45M | Buy |
53,583
+3,108
| +6% | +$258K | 0.66% | 33 |
|
|
2023
Q3 | $3.67M | Sell |
50,475
-650
| -1% | -$47.3K | 0.61% | 33 |
|
|
2023
Q2 | $3.83M | Sell |
51,125
-4,130
| -7% | -$310K | 0.62% | 33 |
|
|
2023
Q1 | $3.6M | Sell |
55,255
-4,299
| -7% | -$280K | 0.64% | 34 |
|
|
2022
Q4 | $3.31M | Sell |
59,554
-2,537
| -4% | -$141K | 0.64% | 34 |
|
|
2022
Q3 | $3.47M | Buy |
62,091
+1,773
| +3% | +$98.9K | 0.73% | 34 |
|
|
2022
Q2 | $3.5M | Buy |
60,318
+5,463
| +10% | +$317K | 0.74% | 34 |
|
|
2022
Q1 | $4.1M | Buy |
54,855
+22,835
| +71% | +$1.71M | 0.77% | 32 |
|
|
2021
Q4 | $5.24M | Buy |
32,020
+1,014
| +3% | +$166K | 1.01% | 23 |
|
|
2021
Q3 | $4.59M | Buy |
31,006
+302
| +1% | +$44.7K | 0.94% | 23 |
|
|
2021
Q2 | $4.48M | Sell |
30,704
-1,414
| -4% | -$206K | 1.01% | 21 |
|
|
2021
Q1 | $4.17M | Sell |
32,118
-561
| -2% | -$72.8K | 1.02% | 21 |
|
|
2020
Q4 | $4.2M | Buy |
32,679
+10,633
| +48% | +$1.37M | 1.06% | 18 |
|
|
2020
Q3 | $2.54M | Buy |
22,046
+30
| +0.1% | +$3.46K | 0.91% | 26 |
|
|
2020
Q2 | $2.24M | Sell |
22,016
-10,850
| -33% | -$1.1M | 0.86% | 29 |
|
|
2020
Q1 | $2.62M | Buy |
32,866
+25
| +0.1% | +$1.99K | 1.21% | 21 |
|
|
2019
Q4 | $3.05M | Sell |
32,841
-1,190
| -3% | -$111K | 1.11% | 23 |
|
|
2019
Q3 | $2.86M | Buy |
34,031
+2,991
| +10% | +$251K | 1.11% | 21 |
|
|
2019
Q2 | $2.58M | Buy |
31,040
+750
| +2% | +$62.4K | 1.02% | 25 |
|
|
2019
Q1 | $2.41M | Buy |
30,290
+22,236
| +276% | +$1.77M | 1% | 25 |
|
|
2018
Q4 | $556K | Buy |
8,054
+131
| +2% | +$9.04K | 0.28% | 86 |
|
|
2018
Q3 | $650K | Buy |
7,923
+151
| +2% | +$12.4K | 0.29% | 83 |
|
|
2018
Q2 | $589K | Buy |
7,772
+614
| +9% | +$46.5K | 0.27% | 90 |
|
|
2018
Q1 | $514K | Buy |
7,158
+10
| +0.1% | +$718 | 0.25% | 94 |
|
|
2017
Q4 | $506K | Buy |
7,148
+13
| +0.2% | +$920 | 0.25% | 95 |
|
|
2017
Q3 | $472K | Buy |
7,135
+1,327
| +23% | +$87.8K | 0.25% | 92 |
|
|
2017
Q2 | $368K | Buy |
5,808
+511
| +10% | +$32.4K | 0.2% | 103 |
|
|
2017
Q1 | $321K | Buy |
5,297
+53
| +1% | +$3.21K | 0.19% | 101 |
|
|
2016
Q4 | $293K | Sell |
5,244
-613
| -10% | -$34.3K | 0.18% | 100 |
|
|
2016
Q3 | $325K | Sell |
5,857
-537
| -8% | -$29.8K | 0.21% | 98 |
|
|
2016
Q2 | $336K | Buy |
6,394
+217
| +4% | +$11.4K | 0.23% | 91 |
|
|
2016
Q1 | $324K | Buy |
6,177
+510
| +9% | +$26.8K | 0.24% | 85 |
|
|
2015
Q4 | $300K | Buy |
5,667
+636
| +13% | +$33.7K | 0.25% | 83 |
|
|
2015
Q3 | $252K | Buy |
+5,031
| New | +$252K | 0.2% | 91 |
|