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 |
|