Christensen King & Associates Investment Services’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 | $12.9M | Sell |
441,341
-1,155
| -0.3% | -$33.7K | 5.91% | 4 |
|
|
2025
Q1 | $11.7M | Sell |
442,496
-6,715
| -1% | -$178K | 5.55% | 4 |
|
|
2024
Q4 | $13M | Sell |
449,211
-3,301
| -0.7% | -$95.5K | 6.09% | 4 |
|
|
2024
Q3 | $11.8M | Sell |
452,512
-3,744
| -0.8% | -$97.5K | 5.55% | 5 |
|
|
2024
Q2 | $11.5M | Buy |
456,256
+4,276
| +0.9% | +$108K | 5.68% | 4 |
|
|
2024
Q1 | $10.5M | Buy |
451,980
+15,980
| +4% | +$370K | 5.23% | 5 |
|
|
2023
Q4 | $9.04M | Buy |
+436,000
| New | +$9.04M | 4.84% | 6 |
|