Glenview Trust’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 | $278K | Sell |
9,518
-144
| -1% | -$4.21K | ﹤0.01% | 443 |
|
|
2025
Q1 | $242K | Buy |
9,662
+1,890
| +24% | +$47.3K | ﹤0.01% | 441 |
|
|
2024
Q4 | $217K | Sell |
7,772
-9,952
| -56% | -$277K | ﹤0.01% | 459 |
|
|
2024
Q3 | $462K | Hold |
17,724
| – | – | 0.01% | 368 |
|
|
2024
Q2 | $447K | Hold |
17,724
| – | – | 0.01% | 366 |
|
|
2024
Q1 | $411K | Sell |
17,724
-368
| -2% | -$8.53K | 0.01% | 368 |
|
|
2023
Q4 | $375K | Buy |
+18,092
| New | +$375K | 0.01% | 376 |
|