Gerber Kawasaki Wealth & 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 | $686K | Sell |
23,487
-3,703
| -14% | -$108K | 0.03% | 173 |
|
|
2025
Q1 | $681K | Buy |
27,190
+5,152
| +23% | +$129K | 0.03% | 162 |
|
|
2024
Q4 | $614K | Sell |
22,038
-1,834
| -8% | -$51.1K | 0.03% | 170 |
|
|
2024
Q3 | $622K | Buy |
23,872
+1,280
| +6% | +$33.3K | 0.03% | 162 |
|
|
2024
Q2 | $570K | Hold |
22,592
| – | – | 0.03% | 161 |
|
|
2024
Q1 | $524K | Buy |
22,592
+28
| +0.1% | +$649 | 0.03% | 172 |
|
|
2023
Q4 | $468K | Buy |
22,564
+28
| +0.1% | +$581 | 0.03% | 167 |
|
|
2023
Q3 | $410K | Sell |
22,536
-8,744
| -28% | -$159K | 0.03% | 173 |
|
|
2023
Q2 | $586K | Buy |
31,280
+6,136
| +24% | +$115K | 0.04% | 153 |
|
|
2023
Q1 | $410K | Hold |
25,144
| – | – | 0.03% | 175 |
|
|
2022
Q4 | $349K | Buy |
25,144
+8,000
| +47% | +$111K | 0.03% | 184 |
|
|
2022
Q3 | $239K | Buy |
17,144
+96
| +0.6% | +$1.34K | 0.02% | 199 |
|
|
2022
Q2 | $247K | Buy |
17,048
+24
| +0.1% | +$348 | 0.02% | 212 |
|
|
2022
Q1 | $318K | Hold |
17,024
| – | – | 0.03% | 198 |
|
|
2021
Q4 | $348K | Buy |
17,024
+2,440
| +17% | +$49.9K | 0.03% | 191 |
|
|
2021
Q3 | $269K | Buy |
+14,584
| New | +$269K | 0.03% | 151 |
|