Frank Rimerman 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 | $312K | Hold |
10,688
| – | – | 0.02% | 447 |
|
|
2025
Q1 | $268K | Hold |
10,688
| – | – | 0.02% | 438 |
|
|
2024
Q4 | $298K | Hold |
10,688
| – | – | 0.02% | 418 |
|
|
2024
Q3 | $278K | Hold |
10,688
| – | – | 0.02% | 435 |
|
|
2024
Q2 | $269K | Hold |
10,688
| – | – | 0.02% | 467 |
|
|
2024
Q1 | $248K | Hold |
10,688
| – | – | 0.05% | 101 |
|
|
2023
Q4 | $222K | Buy |
+10,688
| New | +$222K | 0.05% | 101 |
|
|
2023
Q3 | – | Sell |
-10,688
| Closed | -$200K | – | 109 |
|
|
2023
Q2 | $200K | Buy |
+10,688
| New | +$200K | 0.05% | 106 |
|
|
2022
Q1 | – | Sell |
-10,688
| Closed | -$219K | – | 127 |
|
|
2021
Q4 | $219K | Buy |
+10,688
| New | +$219K | 0.07% | 111 |
|