DAS
Diversify Advisory Services’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 | $2.5M | Sell |
81,441
-332
| -0.4% | -$10.2K | 0.1% | 158 |
|
|
2025
Q1 | $2.08M | Sell |
81,773
-13,609
| -14% | -$346K | 0.13% | 119 |
|
|
2024
Q4 | $2.64M | Sell |
95,382
-317
| -0.3% | -$8.78K | 0.15% | 105 |
|
|
2024
Q3 | $2.55M | Buy |
95,699
+77,293
| +420% | +$2.06M | 0.14% | 132 |
|
|
2024
Q2 | $1.93M | Sell |
18,406
-190
| -1% | -$19.9K | 0.11% | 161 |
|
|
2024
Q1 | $1.73M | Buy |
+18,596
| New | +$1.73M | 0.1% | 170 |
|