Capital Advisors Wealth Management’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 | $1.59M | Buy |
54,387
+3,280
| +6% | +$95.8K | 0.25% | 60 |
|
|
2025
Q1 | $1.28M | Buy |
51,107
+6,385
| +14% | +$160K | 0.23% | 61 |
|
|
2024
Q4 | $1.25M | Buy |
44,722
+2,638
| +6% | +$73.5K | 0.22% | 60 |
|
|
2024
Q3 | $1.1M | Buy |
42,084
+2,348
| +6% | +$61.2K | 0.2% | 58 |
|
|
2024
Q2 | $1M | Buy |
39,736
+14,204
| +56% | +$358K | 0.2% | 57 |
|
|
2024
Q1 | $592K | Buy |
25,532
+960
| +4% | +$22.3K | 0.12% | 77 |
|
|
2023
Q4 | $510K | Buy |
24,572
+496
| +2% | +$10.3K | 0.12% | 81 |
|
|
2023
Q3 | $438K | Buy |
24,076
+1,408
| +6% | +$25.6K | 0.11% | 83 |
|
|
2023
Q2 | $425K | Buy |
22,668
+232
| +1% | +$4.35K | 0.11% | 87 |
|
|
2023
Q1 | $366K | Buy |
22,436
+1,000
| +5% | +$16.3K | 0.1% | 90 |
|
|
2022
Q4 | $298K | Buy |
+21,436
| New | +$298K | 0.09% | 96 |
|