Econ Financial Services’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 | $343K | Sell |
11,741
-76,078
| -87% | -$2.22M | 0.18% | 77 |
|
|
2025
Q1 | $2.2M | Buy |
+87,819
| New | +$2.2M | 1.17% | 25 |
|
|
2024
Q3 | – | Sell |
-21,868
| Closed | -$551K | – | 100 |
|
|
2024
Q2 | $551K | Buy |
21,868
+772
| +4% | +$19.5K | 0.34% | 82 |
|
|
2024
Q1 | $489K | Sell |
21,096
-948
| -4% | -$22K | 0.3% | 77 |
|
|
2023
Q4 | $457K | Sell |
22,044
-8
| -0% | -$166 | 0.32% | 62 |
|
|
2023
Q3 | $401K | Buy |
+22,052
| New | +$401K | 0.29% | 62 |
|
|
2022
Q3 | – | Sell |
-273,032
| Closed | -$3.96M | – | 98 |
|
|
2022
Q2 | $3.96M | Buy |
+273,032
| New | +$3.96M | 3.19% | 7 |
|