Dechtman Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $63.8M | Buy |
2,290,663
+440,559
| +24% | +$12.3M | 12.34% | 3 |
|
|
2024
Q3 | $48.2M | Sell |
1,850,104
-212,208
| -10% | -$5.53M | 9.86% | 4 |
|
|
2024
Q2 | $52M | Buy |
2,062,312
+33,160
| +2% | +$836K | 11.62% | 4 |
|
|
2024
Q1 | $47M | Buy |
2,029,152
+138,560
| +7% | +$3.21M | 10.97% | 3 |
|
|
2023
Q4 | $39.2M | Buy |
1,890,592
+320,732
| +20% | +$6.65M | 10.31% | 4 |
|
|
2023
Q3 | $28.5M | Buy |
1,569,860
+295,528
| +23% | +$5.37M | 8.45% | 4 |
|
|
2023
Q2 | $23.9M | Buy |
+1,274,332
| New | +$23.9M | 7.11% | 4 |
|