D.J. St. Germain’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 | $23.8K | Buy |
+815
| New | +$23.8K | ﹤0.01% | 556 |
|
2025
Q1 | – | Sell |
-813
| Closed | -$22.7K | – | 900 |
|
2024
Q4 | $22.7K | Buy |
813
+1
| +0.1% | +$28 | ﹤0.01% | 510 |
|
2024
Q3 | $21.2K | Sell |
812
-280
| -26% | -$7.3K | ﹤0.01% | 467 |
|
2024
Q2 | $27.5K | Hold |
1,092
| – | – | ﹤0.01% | 431 |
|
2024
Q1 | $25.3K | Hold |
1,092
| – | – | ﹤0.01% | 456 |
|
2023
Q4 | $22.6K | Buy |
1,092
+4
| +0.4% | +$83 | ﹤0.01% | 466 |
|
2023
Q3 | $19.8K | Buy |
1,088
+808
| +289% | +$14.7K | ﹤0.01% | 464 |
|
2023
Q2 | $5.25K | Buy |
+280
| New | +$5.25K | ﹤0.01% | 585 |
|