Gen-Wealth Partners’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 | $6.59K | Buy |
226
+24
| +12% | +$700 | ﹤0.01% | 493 |
|
|
2025
Q1 | $5.06K | Sell |
202
-190
| -48% | -$4.76K | ﹤0.01% | 495 |
|
|
2024
Q4 | $10.9K | Sell |
392
-988
| -72% | -$27.5K | ﹤0.01% | 462 |
|
|
2024
Q3 | $9.21K | Buy |
1,380
+1,088
| +373% | +$7.26K | ﹤0.01% | 503 |
|
|
2024
Q2 | $7.36K | Buy |
292
+40
| +16% | +$1.01K | ﹤0.01% | 492 |
|
|
2024
Q1 | $5.87K | Buy |
+252
| New | +$5.87K | ﹤0.01% | 489 |
|