Everhart 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 | $12.9M | Sell |
440,034
-5,600
| -1% | -$164K | 1.49% | 11 |
|
|
2025
Q1 | $11.2M | Sell |
445,634
-22,543
| -5% | -$564K | 1.53% | 9 |
|
|
2024
Q4 | $13M | Sell |
468,177
-10,383
| -2% | -$289K | 2.69% | 5 |
|
|
2024
Q3 | $12.5M | Buy |
478,560
+7,556
| +2% | +$197K | 2.76% | 5 |
|
|
2024
Q2 | $11.9M | Sell |
471,004
-5,688
| -1% | -$143K | 3.08% | 5 |
|
|
2024
Q1 | $11M | Sell |
476,692
-4,272
| -0.9% | -$99K | 3.22% | 5 |
|
|
2023
Q4 | $9.98M | Buy |
480,964
+1,000
| +0.2% | +$20.7K | 3.53% | 4 |
|
|
2023
Q3 | $8.72M | Sell |
479,964
-18,156
| -4% | -$330K | 3.7% | 3 |
|
|
2023
Q2 | $9.33M | Sell |
498,120
-12,948
| -3% | -$242K | 3.86% | 3 |
|
|
2023
Q1 | $8.33M | Buy |
511,068
+63,600
| +14% | +$1.04M | 3.74% | 5 |
|
|
2022
Q4 | $6.21M | Buy |
447,468
+20,436
| +5% | +$284K | 3.12% | 6 |
|
|
2022
Q3 | $5.96M | Buy |
427,032
+23,144
| +6% | +$323K | 3.3% | 6 |
|
|
2022
Q2 | $5.86M | Buy |
403,888
+4,524
| +1% | +$65.6K | 3.56% | 4 |
|
|
2022
Q1 | $7.47M | Buy |
399,364
+10,356
| +3% | +$194K | 4.32% | 3 |
|
|
2021
Q4 | $7.96M | Sell |
389,008
-320
| -0.1% | -$6.55K | 4.81% | 3 |
|
|
2021
Q3 | $7.21M | Sell |
389,328
-22,464
| -5% | -$416K | 4.94% | 3 |
|
|
2021
Q2 | $7.51M | Sell |
411,792
-27,584
| -6% | -$503K | 5.17% | 3 |
|
|
2021
Q1 | $7.13M | Sell |
439,376
-14,360
| -3% | -$233K | 6.25% | 3 |
|
|
2020
Q4 | $7.28M | Buy |
+453,736
| New | +$7.28M | 6.72% | 3 |
|