Colorado Capital 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 | $1.09M | Buy |
37,218
+4,748
| +15% | +$139K | 0.47% | 51 |
|
|
2025
Q1 | $813K | Buy |
32,470
+36
| +0.1% | +$901 | 0.38% | 56 |
|
|
2024
Q4 | $904K | Sell |
32,434
-3,382
| -9% | -$94.3K | 0.44% | 56 |
|
|
2024
Q3 | $933K | Buy |
35,816
+32
| +0.1% | +$834 | 0.46% | 57 |
|
|
2024
Q2 | $902K | Buy |
35,784
+3,452
| +11% | +$87K | 0.5% | 54 |
|
|
2024
Q1 | $749K | Buy |
+32,332
| New | +$749K | 0.43% | 52 |
|