Cornerstone Wealth Group’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
$1.17M Buy
40,212
+1,209
+3% +$35.3K 0.09% 130
2025
Q1
$977K Sell
39,003
-40
-0.1% -$1K 0.08% 138
2024
Q4
$1.09M Buy
39,043
+15
+0% +$418 0.09% 128
2024
Q3
$1.02M Buy
39,028
+4
+0% +$104 0.08% 130
2024
Q2
$984K Sell
39,024
-3,508
-8% -$88.4K 0.09% 127
2024
Q1
$986K Buy
+42,532
New +$986K 0.09% 124