Evolution Advisers’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 | $88K | Hold |
3,032
| – | – | 0.04% | 67 |
|
|
2025
Q1 | $75K | Hold |
3,032
| – | – | 0.04% | 72 |
|
|
2024
Q4 | $84K | Sell |
3,032
-688
| -18% | -$19.1K | 0.05% | 70 |
|
|
2024
Q3 | $96K | Buy |
3,720
+200
| +6% | +$5.16K | 0.05% | 63 |
|
|
2024
Q2 | $88K | Sell |
3,520
-912
| -21% | -$22.8K | 0.05% | 64 |
|
|
2024
Q1 | $103K | Sell |
4,432
-544
| -11% | -$12.6K | 0.06% | 57 |
|
|
2023
Q4 | $102K | Hold |
4,976
| – | – | 0.07% | 53 |
|
|
2023
Q3 | $90K | Hold |
4,976
| – | – | 0.07% | 49 |
|
|
2023
Q2 | $93K | Hold |
4,976
| – | – | 0.07% | 51 |
|
|
2023
Q1 | $81K | Hold |
4,976
| – | – | 0.06% | 50 |
|
|
2022
Q4 | $69K | Hold |
4,976
| – | – | 0.05% | 56 |
|
|
2022
Q3 | $69K | Sell |
4,976
-7,120
| -59% | -$98.7K | 0.06% | 50 |
|
|
2022
Q2 | $177K | Buy |
12,096
+3,252
| +37% | +$47.6K | 0.14% | 35 |
|
|
2022
Q1 | $165K | Buy |
+8,844
| New | +$165K | 0.12% | 38 |
|