Certified Advisory Corp’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 | $9.39M | Buy |
321,326
+13,687
| +4% | +$400K | 0.98% | 32 |
|
|
2025
Q1 | $7.7M | Buy |
307,639
+11,982
| +4% | +$300K | 0.87% | 37 |
|
|
2024
Q4 | $8.24M | Buy |
295,657
+9,117
| +3% | +$254K | 0.89% | 34 |
|
|
2024
Q3 | $7.46M | Buy |
286,540
+10,608
| +4% | +$276K | 0.83% | 39 |
|
|
2024
Q2 | $6.96M | Buy |
275,932
+7,952
| +3% | +$200K | 0.87% | 33 |
|
|
2024
Q1 | $6.21M | Buy |
267,980
+18,576
| +7% | +$431K | 0.87% | 31 |
|
|
2023
Q4 | $5.17M | Buy |
249,404
+13,880
| +6% | +$288K | 0.78% | 35 |
|
|
2023
Q3 | $4.28M | Buy |
235,524
+30,564
| +15% | +$556K | 0.79% | 38 |
|
|
2023
Q2 | $3.84M | Buy |
204,960
+16,912
| +9% | +$317K | 0.71% | 44 |
|
|
2023
Q1 | $3.06M | Buy |
188,048
+19,720
| +12% | +$321K | 0.54% | 52 |
|
|
2022
Q4 | $2.34M | Buy |
+168,328
| New | +$2.34M | 0.46% | 63 |
|