Fortitude Advisory Group’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 | $905K | Buy |
30,973
+543
| +2% | +$15.9K | 0.52% | 37 |
|
|
2025
Q1 | $725K | Sell |
30,430
-55
| -0.2% | -$1.31K | 0.52% | 39 |
|
|
2024
Q4 | $850K | Buy |
30,485
+5
| +0% | +$139 | 0.51% | 35 |
|
|
2024
Q3 | $794K | Buy |
30,480
+12
| +0% | +$313 | 0.5% | 37 |
|
|
2024
Q2 | $768K | Sell |
30,468
-1,064
| -3% | -$26.8K | 0.46% | 36 |
|
|
2024
Q1 | $731K | Buy |
31,532
+1,656
| +6% | +$38.4K | 0.41% | 50 |
|
|
2023
Q4 | $620K | Sell |
29,876
-564
| -2% | -$11.7K | 0.38% | 52 |
|
|
2023
Q3 | $553K | Sell |
30,440
-9,404
| -24% | -$171K | 0.37% | 56 |
|
|
2023
Q2 | $747K | Sell |
39,844
-2,320
| -6% | -$43.5K | 0.55% | 40 |
|
|
2023
Q1 | $687K | Sell |
42,164
-7,468
| -15% | -$122K | 0.53% | 45 |
|
|
2022
Q4 | $689K | Buy |
49,632
+1,004
| +2% | +$13.9K | 0.59% | 40 |
|
|
2022
Q3 | $678K | Sell |
48,628
-3,428
| -7% | -$47.8K | 0.64% | 38 |
|
|
2022
Q2 | $755K | Sell |
52,056
-736
| -1% | -$10.7K | 0.69% | 34 |
|
|
2022
Q1 | $987K | Buy |
52,792
+2,432
| +5% | +$45.5K | 0.53% | 27 |
|
|
2021
Q4 | $1.03M | Buy |
+50,360
| New | +$1.03M | 0.52% | 28 |
|