Freedom Investment 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 | $6.64M | Buy |
227,419
+51,146
| +29% | +$1.49M | 0.53% | 40 |
|
|
2025
Q1 | $4.41M | Buy |
176,273
+26,300
| +18% | +$659K | 0.37% | 52 |
|
|
2024
Q4 | $4.18M | Buy |
+149,973
| New | +$4.18M | 0.35% | 54 |
|
|
2024
Q3 | – | Sell |
-117,536
| Closed | -$2.96M | – | 817 |
|
|
2024
Q2 | $2.96M | Buy |
117,536
+232
| +0.2% | +$5.85K | 0.24% | 69 |
|
|
2024
Q1 | $2.72M | Buy |
117,304
+83,924
| +251% | +$1.95M | 0.22% | 81 |
|
|
2023
Q4 | $692K | Buy |
+33,380
| New | +$692K | 0.06% | 360 |
|
|
2022
Q4 | – | Sell |
-30,824
| Closed | -$430K | – | 778 |
|
|
2022
Q3 | $430K | Buy |
+30,824
| New | +$430K | 0.05% | 468 |
|