CGA
Crescent Grove Advisors’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $729K | Buy |
24,969
+21
| +0.1% | +$613 | 0.07% | 135 |
|
|
2025
Q1 | $625K | Sell |
24,948
-447
| -2% | -$11.2K | 0.07% | 142 |
|
|
2024
Q4 | $708K | Buy |
25,395
+19,052
| +300% | +$531K | 0.07% | 136 |
|
|
2024
Q3 | $661K | Buy |
6,343
+12
| +0.2% | +$1.25K | 0.07% | 146 |
|
|
2024
Q2 | $639K | Hold |
6,331
| – | – | 0.07% | 145 |
|
|
2024
Q1 | $587K | Sell |
6,331
-1,152
| -15% | -$107K | 0.06% | 163 |
|
|
2023
Q4 | $621K | Buy |
+7,483
| New | +$621K | 0.07% | 150 |
|