Courier Capital’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 | $412K | Hold |
14,100
| – | – | 0.03% | 298 |
|
|
2025
Q1 | $353K | Hold |
14,100
| – | – | 0.02% | 299 |
|
|
2024
Q4 | $393K | Hold |
14,100
| – | – | 0.03% | 287 |
|
|
2024
Q3 | $367K | Buy |
+14,100
| New | +$367K | 0.03% | 279 |
|
|
2024
Q2 | – | Sell |
-14,100
| Closed | -$327K | – | 354 |
|
|
2024
Q1 | $327K | Sell |
14,100
-1,900
| -12% | -$44K | 0.02% | 289 |
|
|
2023
Q4 | $332K | Hold |
16,000
| – | – | 0.03% | 283 |
|
|
2023
Q3 | $291K | Hold |
16,000
| – | – | 0.02% | 292 |
|
|
2023
Q2 | $300K | Buy |
+16,000
| New | +$300K | 0.02% | 303 |
|