FSA 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 | $749K | Sell |
25,635
-25,307
| -50% | -$739K | 0.61% | 57 |
|
|
2025
Q1 | $1.28M | Buy |
50,942
+4,031
| +9% | +$101K | 1.01% | 25 |
|
|
2024
Q4 | $1.31M | Buy |
46,911
+1,219
| +3% | +$34K | 1.6% | 12 |
|
|
2024
Q3 | $1.17M | Sell |
45,692
-5,008
| -10% | -$128K | 1.16% | 20 |
|
|
2024
Q2 | $1.21M | Sell |
50,700
-576
| -1% | -$13.7K | 1.26% | 17 |
|
|
2024
Q1 | $1.19M | Buy |
51,276
+10,492
| +26% | +$243K | 1.27% | 18 |
|
|
2023
Q4 | $846K | Buy |
+40,784
| New | +$846K | 1.05% | 27 |
|