Columbia Advisory Partners’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 | $889K | Sell |
30,449
-29,653
| -49% | -$866K | 0.67% | 29 |
|
|
2025
Q1 | $1.5M | Buy |
60,102
+18,241
| +44% | +$457K | 1.3% | 18 |
|
|
2024
Q4 | $1.17M | Sell |
41,861
-126,311
| -75% | -$3.52M | 1.09% | 24 |
|
|
2024
Q3 | $4.38M | Sell |
168,172
-18,216
| -10% | -$474K | 4.15% | 7 |
|
|
2024
Q2 | $4.7M | Buy |
186,388
+11,256
| +6% | +$284K | 4.59% | 7 |
|
|
2024
Q1 | $4.06M | Buy |
175,132
+7,292
| +4% | +$169K | 4.11% | 8 |
|
|
2023
Q4 | $3.48M | Buy |
167,840
+13,440
| +9% | +$279K | 3.58% | 8 |
|
|
2023
Q3 | $2.81M | Buy |
+154,400
| New | +$2.81M | 3.06% | 8 |
|
|
2022
Q1 | – | Sell |
-12,184
| Closed | -$249K | – | 66 |
|
|
2021
Q4 | $249K | Buy |
+12,184
| New | +$249K | 0.25% | 38 |
|