Evergreen Capital Management’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 | $627K | Buy |
21,468
+4,512
| +27% | +$132K | 0.02% | 475 |
|
|
2025
Q1 | $425K | Sell |
16,956
-196
| -1% | -$4.91K | 0.01% | 573 |
|
|
2024
Q4 | $478K | Buy |
17,152
+644
| +4% | +$17.9K | 0.02% | 528 |
|
|
2024
Q3 | $430K | Buy |
16,508
+652
| +4% | +$17K | 0.01% | 567 |
|
|
2024
Q2 | $400K | Buy |
15,856
+504
| +3% | +$12.7K | 0.01% | 537 |
|
|
2024
Q1 | $356K | Buy |
15,352
+1,168
| +8% | +$27.1K | 0.01% | 564 |
|
|
2023
Q4 | $294K | Buy |
14,184
+1,368
| +11% | +$28.4K | 0.01% | 603 |
|
|
2023
Q3 | $233K | Buy |
12,816
+880
| +7% | +$16K | 0.01% | 652 |
|
|
2023
Q2 | $224K | Buy |
+11,936
| New | +$224K | 0.01% | 677 |
|
|
2022
Q2 | – | Sell |
-90,080
| Closed | -$1.69M | – | 661 |
|
|
2022
Q1 | $1.69M | Buy |
90,080
+5,744
| +7% | +$107K | 0.07% | 234 |
|
|
2021
Q4 | $1.73M | Hold |
84,336
| – | – | 0.07% | 229 |
|
|
2021
Q3 | $1.56M | Buy |
+84,336
| New | +$1.56M | 0.07% | 232 |
|