Financial Freedom LLC’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 | – | Sell |
-2,969
| Closed | -$74.3K | – | 364 |
|
2025
Q1 | $74.3K | Buy |
+2,969
| New | +$74.3K | 0.04% | 150 |
|
2024
Q3 | – | Sell |
-2,692
| Closed | -$67.9K | – | 367 |
|
2024
Q2 | $67.9K | Hold |
2,692
| – | – | 0.04% | 148 |
|
2024
Q1 | $62.4K | Hold |
2,692
| – | – | 0.04% | 153 |
|
2023
Q4 | $55.8K | Hold |
2,692
| – | – | 0.04% | 150 |
|
2023
Q3 | $48.9K | Buy |
+2,692
| New | +$48.9K | 0.03% | 153 |
|