Crewe Advisors’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 | $218K | Buy |
7,467
+7,119
| +2,046% | +$208K | 0.03% | 144 |
|
|
2025
Q1 | $8.71K | Buy |
348
+1
| +0.3% | +$25 | ﹤0.01% | 435 |
|
|
2024
Q4 | $9.68K | Sell |
347
-1
| -0.3% | -$28 | ﹤0.01% | 431 |
|
|
2024
Q3 | $9.06K | Buy |
+348
| New | +$9.06K | ﹤0.01% | 509 |
|
|
2024
Q1 | – | Sell |
-348
| Closed | -$7.19K | – | 999 |
|
|
2023
Q4 | $7.19K | Buy |
+348
| New | +$7.19K | ﹤0.01% | 233 |
|