Gilbert & Cook’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 | $1.21M | Hold |
41,534
| – | – | 0.16% | 59 |
|
|
2025
Q1 | $1.04M | Sell |
41,534
-292
| -0.7% | -$7.31K | 0.15% | 62 |
|
|
2024
Q4 | $1.17M | Sell |
41,826
-626
| -1% | -$17.4K | 0.16% | 60 |
|
|
2024
Q3 | $1.11M | Hold |
42,452
| – | – | 0.15% | 63 |
|
|
2024
Q2 | $1.07M | Hold |
42,452
| – | – | 0.16% | 59 |
|
|
2024
Q1 | $984K | Buy |
42,452
+804
| +2% | +$18.6K | 0.13% | 76 |
|
|
2023
Q4 | $864K | Sell |
41,648
-2,528
| -6% | -$52.4K | 0.12% | 76 |
|
|
2023
Q3 | $803K | Buy |
44,176
+15,952
| +57% | +$290K | 0.13% | 74 |
|
|
2023
Q2 | $529K | Buy |
+28,224
| New | +$529K | 0.08% | 101 |
|