FC
Financial Consulate’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 | $1.7M | Buy |
58,221
+33
| +0.1% | +$964 | 0.34% | 22 |
|
2025
Q1 | $1.46M | Buy |
58,188
+1,267
| +2% | +$31.7K | 0.37% | 20 |
|
2024
Q4 | $1.59M | Buy |
56,921
+45,186
| +385% | +$1.26M | 0.42% | 20 |
|
2024
Q3 | $1.22M | Buy |
11,735
+7,007
| +148% | +$730K | 0.32% | 19 |
|
2024
Q2 | $477K | Sell |
4,728
-360
| -7% | -$36.3K | 0.14% | 26 |
|
2024
Q1 | $472K | Buy |
5,088
+349
| +7% | +$32.4K | 0.14% | 27 |
|
2023
Q4 | $393K | Buy |
4,739
+1
| +0% | +$83 | 0.13% | 30 |
|
2023
Q3 | $345K | Buy |
+4,738
| New | +$345K | 0.15% | 31 |
|