Fonville Wealth Management’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 | $209K | Buy |
+7,156
| New | +$209K | 0.05% | 121 |
|
|
2025
Q1 | – | Sell |
-7,660
| Closed | -$213K | – | 124 |
|
|
2024
Q4 | $213K | Sell |
7,660
-292
| -4% | -$8.14K | 0.07% | 103 |
|
|
2024
Q3 | $207K | Sell |
7,952
-844
| -10% | -$22K | 0.07% | 114 |
|
|
2024
Q2 | $222K | Sell |
8,796
-144
| -2% | -$3.63K | 0.09% | 93 |
|
|
2024
Q1 | $207K | Buy |
+8,940
| New | +$207K | 0.09% | 92 |
|