Caitlin John’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
Q1 | – | Sell |
-1,880
| Closed | -$52.4K | – | 646 |
|
|
2024
Q4 | $52.4K | Sell |
1,880
-5,640
| -75% | -$157K | 0.03% | 214 |
|
|
2024
Q3 | $52.2K | Buy |
7,520
+5,640
| +300% | +$39.2K | 0.03% | 224 |
|
|
2024
Q2 | $47.4K | Hold |
1,880
| – | – | 0.03% | 247 |
|
|
2024
Q1 | $43.6K | Hold |
1,880
| – | – | 0.03% | 252 |
|
|
2023
Q4 | $39K | Buy |
+1,880
| New | +$39K | 0.03% | 248 |
|