Creekmur Asset 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 | $52.9K | Buy |
1,811
+1,208
| +200% | +$35.3K | 0.01% | 334 |
|
2025
Q1 | $15.1K | Buy |
603
+1
| +0.2% | +$25 | ﹤0.01% | 432 |
|
2024
Q4 | $16.8K | Buy |
602
+358
| +147% | +$9.98K | ﹤0.01% | 359 |
|
2024
Q3 | $6.31K | Buy |
244
+4
| +2% | +$103 | ﹤0.01% | 498 |
|
2024
Q2 | $6.09K | Hold |
240
| – | – | ﹤0.01% | 559 |
|
2024
Q1 | $5.6K | Sell |
240
-1,812
| -88% | -$42.3K | ﹤0.01% | 545 |
|
2023
Q4 | $42.6K | Buy |
+2,052
| New | +$42.6K | 0.01% | 321 |
|