Fortis Group 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 | $290K | Buy |
+9,596
| New | +$290K | 0.05% | 189 |
|
|
2025
Q1 | – | Sell |
-19,388
| Closed | -$540K | – | 528 |
|
|
2024
Q4 | $540K | Sell |
19,388
-17,392
| -47% | -$485K | 0.1% | 126 |
|
|
2024
Q3 | $958K | Buy |
36,780
+1,756
| +5% | +$45.7K | 0.18% | 98 |
|
|
2024
Q2 | $883K | Buy |
35,024
+2,524
| +8% | +$63.6K | 0.18% | 86 |
|
|
2024
Q1 | $753K | Buy |
+32,500
| New | +$753K | 0.14% | 105 |
|