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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