Cannon Financial Strategists’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 | $287K | Buy |
9,840
+1
| +0% | +$29 | 0.05% | 77 |
|
|
2025
Q1 | $246K | Sell |
9,839
-5
| -0.1% | -$125 | 0.04% | 79 |
|
|
2024
Q4 | $274K | Sell |
9,844
-180
| -2% | -$5.02K | 0.05% | 78 |
|
|
2024
Q3 | $261K | Buy |
10,024
+332
| +3% | +$8.65K | 0.05% | 82 |
|
|
2024
Q2 | $244K | Hold |
9,692
| – | – | 0.05% | 81 |
|
|
2024
Q1 | $225K | Buy |
+9,692
| New | +$225K | 0.04% | 86 |
|