Cynosure 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 | $982K | Sell |
33,626
-225
| -0.7% | -$6.57K | 0.11% | 78 |
|
|
2025
Q1 | $848K | Buy |
33,851
+10
| +0% | +$250 | 0.12% | 89 |
|
|
2024
Q4 | $943K | Buy |
33,841
+9
| +0% | +$251 | 0.14% | 74 |
|
|
2024
Q3 | $881K | Sell |
33,832
-3,556
| -10% | -$92.6K | 0.13% | 80 |
|
|
2024
Q2 | $943K | Sell |
37,388
-176
| -0.5% | -$4.44K | 0.15% | 84 |
|
|
2024
Q1 | $871K | Buy |
37,564
+6,048
| +19% | +$140K | 0.16% | 72 |
|
|
2023
Q4 | $654K | Buy |
31,516
+5,136
| +19% | +$107K | 0.12% | 114 |
|
|
2023
Q3 | $480K | Buy |
26,380
+8,316
| +46% | +$151K | 0.15% | 110 |
|
|
2023
Q2 | $338K | Buy |
+18,064
| New | +$338K | 0.1% | 111 |
|