FinDec Wealth Services’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 | $13.3M | Sell |
453,667
-35,249
| -7% | -$1.03M | 13.86% | 2 |
|
|
2025
Q1 | $12.2M | Buy |
488,916
+322,242
| +193% | +$8.07M | 12.1% | 2 |
|
|
2024
Q4 | $4.65M | Sell |
166,674
-43,298
| -21% | -$1.21M | 3.23% | 13 |
|
|
2024
Q3 | $5.47M | Buy |
209,972
+2,956
| +1% | +$77K | 3.17% | 13 |
|
|
2024
Q2 | $5.22M | Sell |
207,016
-17,912
| -8% | -$452K | 3.29% | 13 |
|
|
2024
Q1 | $5.21M | Sell |
224,928
-4,520
| -2% | -$105K | 3.28% | 14 |
|
|
2023
Q4 | $4.76M | Buy |
229,448
+42,628
| +23% | +$884K | 3.18% | 15 |
|
|
2023
Q3 | $3.4M | Sell |
186,820
-1,616
| -0.9% | -$29.4K | 2.45% | 17 |
|
|
2023
Q2 | $3.53M | Sell |
188,436
-1,128
| -0.6% | -$21.1K | 2.47% | 17 |
|
|
2023
Q1 | $3.09M | Buy |
189,564
+150,116
| +381% | +$2.45M | 2.34% | 18 |
|
|
2022
Q4 | $548K | Buy |
+39,448
| New | +$548K | 0.45% | 30 |
|