Financial Sense Advisors’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 | $646K | Buy |
22,108
+2,543
| +13% | +$74.3K | 0.15% | 84 |
|
|
2025
Q1 | $490K | Sell |
19,565
-77
| -0.4% | -$1.93K | 0.14% | 78 |
|
|
2024
Q4 | $547K | Sell |
19,642
-14,178
| -42% | -$395K | 0.18% | 73 |
|
|
2024
Q3 | $881K | Buy |
33,820
+800
| +2% | +$20.8K | 0.24% | 57 |
|
|
2024
Q2 | $832K | Buy |
33,020
+3,292
| +11% | +$83K | 0.25% | 61 |
|
|
2024
Q1 | $689K | Buy |
29,728
+10,912
| +58% | +$253K | 0.23% | 69 |
|
|
2023
Q4 | $390K | Buy |
+18,816
| New | +$390K | 0.14% | 83 |
|