GG
GenWealth Group’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.72M | Buy |
127,376
+9,492
| +8% | +$277K | 0.75% | 23 |
|
|
2025
Q1 | $2.95M | Buy |
117,884
+2,638
| +2% | +$66.1K | 0.65% | 21 |
|
|
2024
Q4 | $3.21M | Buy |
115,246
+84,655
| +277% | +$2.36M | 0.73% | 26 |
|
|
2024
Q3 | $3.19M | Sell |
30,591
-1,405
| -4% | -$146K | 0.73% | 26 |
|
|
2024
Q2 | $3.23M | Buy |
31,996
+1,367
| +4% | +$138K | 0.79% | 26 |
|
|
2024
Q1 | $2.84M | Buy |
30,629
+1,759
| +6% | +$163K | 0.72% | 28 |
|
|
2023
Q4 | $2.4M | Sell |
28,870
-1,578
| -5% | -$131K | 0.66% | 29 |
|
|
2023
Q3 | $2.21M | Sell |
30,448
-1,353
| -4% | -$98.4K | 0.67% | 29 |
|
|
2023
Q2 | $2.38M | Buy |
31,801
+1,852
| +6% | +$139K | 0.69% | 29 |
|
|
2023
Q1 | $1.95M | Buy |
29,949
+1,173
| +4% | +$76.4K | 0.6% | 30 |
|
|
2022
Q4 | $1.6M | Hold |
28,776
| – | – | 0.52% | 32 |
|
|
2022
Q3 | $1.61M | Sell |
28,776
-1,306
| -4% | -$72.9K | 0.54% | 23 |
|
|
2022
Q2 | $1.74M | Sell |
30,082
-504
| -2% | -$29.2K | 0.56% | 21 |
|
|
2022
Q1 | $2.29M | Buy |
30,586
+16,173
| +112% | +$1.21M | 0.63% | 25 |
|
|
2021
Q4 | $2.36M | Sell |
14,413
-74
| -0.5% | -$12.1K | 0.64% | 26 |
|
|
2021
Q3 | $2.15M | Buy |
14,487
+488
| +3% | +$72.3K | 0.63% | 26 |
|
|
2021
Q2 | $2.04M | Sell |
13,999
-380
| -3% | -$55.5K | 0.6% | 26 |
|
|
2021
Q1 | $1.87M | Buy |
14,379
+1,527
| +12% | +$198K | 0.59% | 26 |
|
|
2020
Q4 | $1.65M | Sell |
12,852
-248
| -2% | -$31.8K | 0.55% | 29 |
|
|
2020
Q3 | $1.53M | Buy |
13,100
+587
| +5% | +$68.6K | 0.55% | 30 |
|
|
2020
Q2 | $1.29M | Buy |
12,513
+2,449
| +24% | +$252K | 0.5% | 32 |
|
|
2020
Q1 | $801K | Sell |
10,064
-964
| -9% | -$76.7K | 0.35% | 24 |
|
|
2019
Q4 | $1.02M | Buy |
11,028
+3,366
| +44% | +$313K | 0.4% | 30 |
|
|
2019
Q3 | $643K | Buy |
7,662
+3,734
| +95% | +$313K | 0.27% | 38 |
|
|
2019
Q2 | $330K | Buy |
3,928
+1,407
| +56% | +$118K | 0.14% | 52 |
|
|
2019
Q1 | $202K | Buy |
+2,521
| New | +$202K | 0.09% | 61 |
|
|
2018
Q4 | – | Sell |
-2,521
| Closed | -$206K | – | 66 |
|
|
2018
Q3 | $206K | Buy |
+2,521
| New | +$206K | 0.09% | 64 |
|