Cedar Mountain Advisors’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 | $7.24K | Hold |
248
| – | – | ﹤0.01% | 235 |
|
|
2025
Q1 | $6.21K | Hold |
248
| – | – | ﹤0.01% | 233 |
|
|
2024
Q4 | $6.91K | Hold |
248
| – | – | ﹤0.01% | 229 |
|
|
2024
Q3 | $6.46K | Hold |
248
| – | – | ﹤0.01% | 225 |
|
|
2024
Q2 | $6.25K | Hold |
248
| – | – | ﹤0.01% | 215 |
|
|
2024
Q1 | $5.75K | Hold |
248
| – | – | ﹤0.01% | 219 |
|
|
2023
Q4 | $5.14K | Hold |
248
| – | – | ﹤0.01% | 217 |
|
|
2023
Q3 | $4.51K | Sell |
248
-16
| -6% | -$291 | ﹤0.01% | 218 |
|
|
2023
Q2 | $4.95K | Hold |
264
| – | – | ﹤0.01% | 203 |
|
|
2023
Q1 | $4.3K | Hold |
264
| – | – | ﹤0.01% | 215 |
|
|
2022
Q4 | $3.67K | Hold |
264
| – | – | ﹤0.01% | 229 |
|
|
2022
Q3 | $4K | Hold |
264
| – | – | ﹤0.01% | 225 |
|
|
2022
Q2 | $4K | Hold |
264
| – | – | ﹤0.01% | 233 |
|
|
2022
Q1 | $5K | Hold |
264
| – | – | ﹤0.01% | 239 |
|
|
2021
Q4 | $5K | Sell |
264
-16
| -6% | -$303 | ﹤0.01% | 238 |
|
|
2021
Q3 | $5K | Sell |
280
-408
| -59% | -$7.29K | ﹤0.01% | 232 |
|
|
2021
Q2 | $13K | Hold |
688
| – | – | ﹤0.01% | 148 |
|
|
2021
Q1 | $11K | Sell |
688
-160
| -19% | -$2.56K | ﹤0.01% | 165 |
|
|
2020
Q4 | $14K | Hold |
848
| – | – | 0.01% | 151 |
|
|
2020
Q3 | $12K | Hold |
848
| – | – | ﹤0.01% | 145 |
|
|
2020
Q2 | $11K | Sell |
848
-184
| -18% | -$2.39K | ﹤0.01% | 144 |
|
|
2020
Q1 | $10K | Hold |
1,032
| – | – | 0.01% | 124 |
|
|
2019
Q4 | $12K | Buy |
+1,032
| New | +$12K | ﹤0.01% | 130 |
|