Cambridge Advisors’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Cambridge Advisors’s Portfolio SCHG Stock Details SCHG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$7.41M	Sell	253,670 -1,029	-0.4%	-$30.1K	1.55%	16
2025 Q1	$6.38M	Buy	254,699 +1,985	+0.8%	+$49.7K	1.4%	18
2024 Q4	$7.04M	Buy	252,714 +1,918	+0.8%	+$53.5K	1.57%	15
2024 Q3	$6.53M	Sell	250,796 -4,068	-2%	-$106K	1.43%	18
2024 Q2	$6.43M	Sell	254,864 -520	-0.2%	-$13.1K	1.49%	17
2024 Q1	$5.92M	Buy	255,384 +1,436	+0.6%	+$33.3K	1.4%	18
2023 Q4	$5.27M	Buy	253,948 +2,364	+0.9%	+$49K	1.32%	18
2023 Q3	$4.57M	Buy	251,584 +7,892	+3%	+$143K	1.23%	17
2023 Q2	$4.57M	Buy	243,692 +7,928	+3%	+$149K	1.17%	17
2023 Q1	$3.84M	Sell	235,764 -1,024	-0.4%	-$16.7K	0.98%	18
2022 Q4	$3.29M	Sell	236,788 -6,552	-3%	-$91K	0.88%	19
2022 Q3	$3.4M	Sell	243,340 -3,168	-1%	-$44.2K	0.97%	19
2022 Q2	$3.57M	Sell	246,508 -3,980	-2%	-$57.7K	0.98%	17
2022 Q1	$4.69M	Buy	250,488 +13,136	+6%	+$246K	1.12%	17
2021 Q4	$4.86M	Sell	237,352 -1,112	-0.5%	-$22.8K	1.1%	17
2021 Q3	$4.41M	Sell	238,464 -3,760	-2%	-$69.6K	1.08%	16
2021 Q2	$4.42M	Sell	242,224 -12,296	-5%	-$224K	1.07%	16
2021 Q1	$4.13M	Sell	254,520 -9,984	-4%	-$162K	1.06%	17
2020 Q4	$4.25M	Sell	264,504 -19,272	-7%	-$309K	1.14%	16
2020 Q3	$4.09M	Sell	283,776 -3,216	-1%	-$46.3K	1.2%	16
2020 Q2	$3.64M	Sell	286,992 -6,344	-2%	-$80.5K	1.14%	16
2020 Q1	$2.92M	Buy	293,336 +20,568	+8%	+$205K	1.06%	17
2019 Q4	$3.17M	Buy	272,768 +3,920	+1%	+$45.5K	0.97%	17
2019 Q3	$2.82M	Buy	268,848 +1,776	+0.7%	+$18.6K	0.93%	16
2019 Q2	$2.78M	Buy	267,072 +51,176	+24%	+$532K	0.92%	18
2019 Q1	$2.14M	Sell	215,896 -17,344	-7%	-$172K	0.73%	24
2018 Q4	$2.01M	Sell	233,240 -72	-0%	-$620	0.75%	23
2018 Q3	$2.39M	Sell	233,312 -22,600	-9%	-$232K	0.81%	23
2018 Q2	$2.42M	Sell	255,912 -2,320	-0.9%	-$22K	0.86%	22
2018 Q1	$2.32M	Buy	258,232 +41,464	+19%	+$372K	0.83%	22
2017 Q4	$1.92M	Sell	216,768 -3,200	-1%	-$28.3K	0.69%	27
2017 Q3	$1.82M	Buy	219,968 +2,912	+1%	+$24.1K	0.7%	27
2017 Q2	$1.72M	Sell	217,056 -4,760	-2%	-$37.6K	0.69%	27
2017 Q1	$1.68M	Buy	221,816 +29,736	+15%	+$225K	0.69%	28
2016 Q4	$1.34M	Sell	192,080 -1,944	-1%	-$13.6K	0.59%	34
2016 Q3	$1.35M	Buy	194,024 +624	+0.3%	+$4.33K	0.6%	38
2016 Q2	$1.27M	Buy	193,400 +5,960	+3%	+$39.1K	0.58%	39
2016 Q1	$1.23M	Buy	187,440 +9,112	+5%	+$59.7K	0.57%	40
2015 Q4	$1.18M	Buy	178,328 +6,344	+4%	+$41.9K	0.67%	37
2015 Q3	$1.07M	Buy	171,984 +36,880	+27%	+$230K	0.63%	37
2015 Q2	$906K	Buy	135,104 +6,984	+5%	+$46.8K	0.51%	52
2015 Q1	$863K	Buy	128,120 +3,576	+3%	+$24.1K	0.5%	55
2014 Q4	$806K	Buy	+124,544	New	+$806K	0.49%	58