EWM
Empirical Wealth Management’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 | $3.21M | Buy |
110,030
+29,231
| +36% | +$854K | 0.07% | 169 |
|
|
2025
Q1 | $2.02M | Sell |
80,799
-848
| -1% | -$21.2K | 0.05% | 208 |
|
|
2024
Q4 | $2.28M | Buy |
81,647
+62,348
| +323% | +$1.74M | 0.06% | 181 |
|
|
2024
Q3 | $2.01M | Sell |
19,299
-754
| -4% | -$78.6K | 0.06% | 188 |
|
|
2024
Q2 | $2.02M | Buy |
20,053
+195
| +1% | +$19.7K | 0.06% | 181 |
|
|
2024
Q1 | $1.84M | Buy |
19,858
+10,621
| +115% | +$985K | 0.06% | 184 |
|
|
2023
Q4 | $766K | Sell |
9,237
-1,542
| -14% | -$128K | 0.03% | 265 |
|
|
2023
Q3 | $784K | Buy |
10,779
+2,076
| +24% | +$151K | 0.03% | 249 |
|
|
2023
Q2 | $652K | Buy |
8,703
+1,336
| +18% | +$100K | 0.03% | 270 |
|
|
2023
Q1 | $480K | Sell |
7,367
-1,227
| -14% | -$80K | 0.02% | 326 |
|
|
2022
Q4 | $478K | Sell |
8,594
-4,563
| -35% | -$254K | 0.02% | 316 |
|
|
2022
Q3 | $734K | Buy |
13,157
+161
| +1% | +$8.98K | 0.04% | 232 |
|
|
2022
Q2 | $754K | Buy |
12,996
+6,870
| +112% | +$399K | 0.04% | 239 |
|
|
2022
Q1 | $458K | Buy |
6,126
+3,553
| +138% | +$266K | 0.02% | 343 |
|
|
2021
Q4 | $421K | Buy |
2,573
+799
| +45% | +$131K | 0.02% | 372 |
|
|
2021
Q3 | $263K | Sell |
1,774
-65
| -4% | -$9.64K | 0.02% | 394 |
|
|
2021
Q2 | $268K | Buy |
+1,839
| New | +$268K | 0.02% | 387 |
|
|
2021
Q1 | – | Sell |
-2,026
| Closed | -$260K | – | 413 |
|
|
2020
Q4 | $260K | Sell |
2,026
-4,499
| -69% | -$577K | 0.02% | 314 |
|
|
2020
Q3 | $752K | Buy |
6,525
+8
| +0.1% | +$922 | 0.06% | 164 |
|
|
2020
Q2 | $662K | Sell |
6,517
-35
| -0.5% | -$3.56K | 0.06% | 171 |
|
|
2020
Q1 | $522K | Sell |
6,552
-367
| -5% | -$29.2K | 0.06% | 176 |
|
|
2019
Q4 | $643K | Buy |
6,919
+687
| +11% | +$63.8K | 0.07% | 159 |
|
|
2019
Q3 | $524K | Buy |
6,232
+2,949
| +90% | +$248K | 0.06% | 165 |
|
|
2019
Q2 | $273K | Buy |
3,283
+104
| +3% | +$8.65K | 0.04% | 212 |
|
|
2019
Q1 | $252K | Buy |
3,179
+241
| +8% | +$19.1K | 0.04% | 200 |
|
|
2018
Q4 | $203K | Sell |
2,938
-378
| -11% | -$26.1K | 0.03% | 189 |
|
|
2018
Q3 | $272K | Buy |
+3,316
| New | +$272K | 0.05% | 170 |
|