DFA
DHJJ Financial Advisors’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.85M | Sell |
337,235
-2,481
| -0.7% | -$72.5K | 3.56% | 4 |
|
|
2025
Q1 | $8.51M | Sell |
339,716
-6,424
| -2% | -$161K | 3.43% | 4 |
|
|
2024
Q4 | $9.65M | Buy |
346,140
+259,123
| +298% | +$7.22M | 3.76% | 4 |
|
|
2024
Q3 | $9.07M | Buy |
87,017
+714
| +0.8% | +$74.4K | 3.59% | 4 |
|
|
2024
Q2 | $8.7M | Buy |
86,303
+1,097
| +1% | +$111K | 3.68% | 4 |
|
|
2024
Q1 | $7.9M | Buy |
85,206
+2,759
| +3% | +$256K | 3.5% | 4 |
|
|
2023
Q4 | $6.84M | Sell |
82,447
-274
| -0.3% | -$22.7K | 3.2% | 6 |
|
|
2023
Q3 | $6.02M | Sell |
82,721
-3,156
| -4% | -$230K | 3.05% | 6 |
|
|
2023
Q2 | $6.44M | Sell |
85,877
-200
| -0.2% | -$15K | 3.35% | 6 |
|
|
2023
Q1 | $5.61M | Sell |
86,077
-1,548
| -2% | -$101K | 3.04% | 7 |
|
|
2022
Q4 | $4.86M | Sell |
87,625
-8,908
| -9% | -$494K | 2.79% | 9 |
|
|
2022
Q3 | $5.34M | Buy |
96,533
+853
| +0.9% | +$47.2K | 3.12% | 7 |
|
|
2022
Q2 | $5.55M | Buy |
95,680
+3,765
| +4% | +$219K | 3.1% | 8 |
|
|
2022
Q1 | $6.9M | Buy |
91,915
+46,443
| +102% | +$3.49M | 3.31% | 6 |
|
|
2021
Q4 | $7.45M | Buy |
45,472
+187
| +0.4% | +$30.6K | 3.49% | 6 |
|
|
2021
Q3 | $6.71M | Buy |
45,285
+368
| +0.8% | +$54.5K | 3.47% | 6 |
|
|
2021
Q2 | $6.56M | Buy |
44,917
+258
| +0.6% | +$37.7K | 3.46% | 6 |
|
|
2021
Q1 | $5.8M | Buy |
44,659
+568
| +1% | +$73.7K | 3.36% | 6 |
|
|
2020
Q4 | $5.66M | Buy |
+44,091
| New | +$5.66M | 3.56% | 6 |
|