Ergawealth Advisors’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 | $771K | Buy |
26,380
+10,085
| +62% | +$295K | 0.35% | 34 |
|
|
2025
Q1 | $408K | Sell |
16,295
-8,994
| -36% | -$225K | 0.2% | 43 |
|
|
2024
Q4 | $705K | Buy |
25,289
+493
| +2% | +$13.7K | 0.35% | 30 |
|
|
2024
Q3 | $646K | Sell |
24,796
-120
| -0.5% | -$3.13K | 0.32% | 31 |
|
|
2024
Q2 | $628K | Buy |
24,916
+4,108
| +20% | +$104K | 0.34% | 31 |
|
|
2024
Q1 | $482K | Buy |
+20,808
| New | +$482K | 0.26% | 36 |
|