GenWealth Group’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $4.16M | Sell |
122,859
-151
| -0.1% | -$5K | 0.65% | 25 |
|
|
2026
Q1 | $3.58M | Sell |
123,010
-29
| -0% | -$901 | 0.61% | 23 |
|
|
2025
Q4 | $4.04M | Sell |
123,039
-1,673
| -1% | -$54.4K | 0.69% | 25 |
|
|
2025
Q3 | $3.98M | Sell |
124,712
-2,664
| -2% | -$81.2K | 0.74% | 23 |
|
|
2025
Q2 | $3.72M | Buy |
127,376
+9,492
| +8% | +$251K | 0.75% | 23 |
|
|
2025
Q1 | $2.95M | Buy |
117,884
+2,638
| +2% | +$72.3K | 0.65% | 21 |
|
|
2024
Q4 | $3.21M | Sell |
115,246
-7,118
| -6% | -$195K | 0.73% | 26 |
|
|
2024
Q3 | $3.19M | Sell |
122,364
-5,620
| -4% | -$141K | 0.73% | 26 |
|
|
2024
Q2 | $3.23M | Buy |
127,984
+5,468
| +4% | +$129K | 0.79% | 26 |
|
|
2024
Q1 | $2.84M | Buy |
122,516
+7,036
| +6% | +$156K | 0.72% | 28 |
|
|
2023
Q4 | $2.4M | Sell |
115,480
-6,312
| -5% | -$122K | 0.66% | 29 |
|
|
2023
Q3 | $2.21M | Sell |
121,792
-5,412
| -4% | -$102K | 0.67% | 29 |
|
|
2023
Q2 | $2.38M | Buy |
127,204
+7,408
| +6% | +$127K | 0.69% | 29 |
|
|
2023
Q1 | $1.95M | Buy |
119,796
+4,692
| +4% | +$71.2K | 0.6% | 30 |
|
|
2022
Q4 | $1.6M | Hold |
115,104
| – | – | 0.52% | 32 |
|
|
2022
Q3 | $1.61M | Sell |
115,104
-5,224
| -4% | -$81.8K | 0.54% | 23 |
|
|
2022
Q2 | $1.74M | Sell |
120,328
-2,016
| -2% | -$32.2K | 0.56% | 21 |
|
|
2022
Q1 | $2.29M | Buy |
122,344
+7,040
| +6% | +$128K | 0.63% | 25 |
|
|
2021
Q4 | $2.36M | Sell |
115,304
-592
| -0.5% | -$11.8K | 0.64% | 26 |
|
|
2021
Q3 | $2.15M | Buy |
115,896
+3,904
| +3% | +$74.4K | 0.63% | 26 |
|
|
2021
Q2 | $2.04M | Sell |
111,992
-3,040
| -3% | -$52.6K | 0.6% | 26 |
|
|
2021
Q1 | $1.87M | Buy |
115,032
+12,216
| +12% | +$199K | 0.59% | 26 |
|
|
2020
Q4 | $1.65M | Sell |
102,816
-1,984
| -2% | -$30.1K | 0.55% | 29 |
|
|
2020
Q3 | $1.53M | Buy |
104,800
+4,696
| +5% | +$65.5K | 0.55% | 30 |
|
|
2020
Q2 | $1.29M | Buy |
100,104
+19,592
| +24% | +$228K | 0.5% | 32 |
|
|
2020
Q1 | $801K | Sell |
80,512
-7,712
| -9% | -$88K | 0.35% | 24 |
|
|
2019
Q4 | $1.02M | Buy |
88,224
+26,928
| +44% | +$297K | 0.4% | 30 |
|
|
2019
Q3 | $643K | Buy |
61,296
+29,872
| +95% | +$315K | 0.27% | 38 |
|
|
2019
Q2 | $330K | Buy |
31,424
+11,256
| +56% | +$114K | 0.14% | 52 |
|
|
2019
Q1 | $202K | Buy |
+20,168
| New | +$191K | 0.09% | 61 |
|
|
2018
Q4 | – | Sell |
-20,168
| Closed | -$206K | – | 66 |
|
|
2018
Q3 | $206K | Buy |
+20,168
| New | +$201K | 0.09% | 64 |
|
Other funds holding SCHG
TWM
FFN
MAM
HWA
GAM
CST
HWM
BFS
VC