Ehrlich Financial Group’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 | $475K | Buy |
16,268
+367
| +2% | +$10.7K | 0.31% | 68 |
|
|
2025
Q1 | $398K | Sell |
15,901
-352
| -2% | -$8.81K | 0.29% | 70 |
|
|
2024
Q4 | $453K | Buy |
16,253
+4,077
| +33% | +$114K | 0.32% | 61 |
|
|
2024
Q3 | $317K | Buy |
12,176
+40
| +0.3% | +$1.04K | 0.23% | 71 |
|
|
2024
Q2 | $306K | Buy |
12,136
+1,688
| +16% | +$42.6K | 0.24% | 71 |
|
|
2024
Q1 | $242K | Hold |
10,448
| – | – | 0.2% | 84 |
|
|
2023
Q4 | $217K | Buy |
+10,448
| New | +$217K | 0.22% | 91 |
|