Congress Wealth 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 | $7.68M | Buy |
263,011
+47,187
| +22% | +$1.38M | 0.07% | 300 |
|
|
2025
Q1 | $5.44M | Buy |
215,824
+82,192
| +62% | +$2.07M | 0.07% | 320 |
|
|
2024
Q4 | $3.72M | Buy |
133,632
+7,120
| +6% | +$198K | 0.05% | 324 |
|
|
2024
Q3 | $3.3M | Sell |
126,512
-7,104
| -5% | -$185K | 0.04% | 357 |
|
|
2024
Q2 | $3.37M | Buy |
133,616
+10,544
| +9% | +$266K | 0.05% | 293 |
|
|
2024
Q1 | $2.85M | Buy |
123,072
+516
| +0.4% | +$12K | 0.05% | 282 |
|
|
2023
Q4 | $2.54M | Buy |
122,556
+4,236
| +4% | +$87.9K | 0.05% | 289 |
|
|
2023
Q3 | $2.15M | Buy |
+118,320
| New | +$2.15M | 0.04% | 295 |
|
|
2022
Q1 | – | Sell |
-16,496
| Closed | -$338K | – | 632 |
|
|
2021
Q4 | $338K | Buy |
+16,496
| New | +$338K | 0.01% | 511 |
|