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