Callan Capital’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 | $700K | Sell |
27,974
-1,766
| -6% | -$44.2K | 0.05% | 161 |
|
|
2024
Q4 | $829K | Buy |
29,740
+12
| +0% | +$334 | 0.06% | 123 |
|
|
2024
Q3 | $774K | Sell |
29,728
-96
| -0.3% | -$2.5K | 0.05% | 130 |
|
|
2024
Q2 | $752K | Buy |
29,824
+10,144
| +52% | +$256K | 0.06% | 128 |
|
|
2024
Q1 | $456K | Buy |
19,680
+208
| +1% | +$4.82K | 0.04% | 151 |
|
|
2023
Q4 | $404K | Buy |
19,472
+4,212
| +28% | +$87.4K | 0.04% | 144 |
|
|
2023
Q3 | $277K | Hold |
15,260
| – | – | 0.03% | 164 |
|
|
2023
Q2 | $286K | Buy |
+15,260
| New | +$286K | 0.03% | 149 |
|