EFG
Ethos Financial Group’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 | $25.4M | Buy |
867,974
+65,438
| +8% | +$1.91M | 2.18% | 8 |
|
|
2025
Q1 | $22.4M | Buy |
802,536
+64
| +0% | +$1.78K | 2.14% | 7 |
|
|
2024
Q4 | $22.4M | Buy |
802,472
+619,514
| +339% | +$17.3M | 2.92% | 5 |
|
|
2024
Q3 | $19.1M | Sell |
182,958
-3,111
| -2% | -$324K | 3.14% | 7 |
|
|
2024
Q2 | $18.8M | Buy |
186,069
+14,333
| +8% | +$1.45M | 3.31% | 5 |
|
|
2024
Q1 | $15.9M | Buy |
171,736
+9,086
| +6% | +$843K | 3.01% | 5 |
|
|
2023
Q4 | $13.5M | Buy |
162,650
+18,037
| +12% | +$1.5M | 2.87% | 6 |
|
|
2023
Q3 | $10.5M | Buy |
+144,613
| New | +$10.5M | 2.72% | 9 |
|