GoalVest Advisory’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 | $318K | Hold |
10,896
| – | – | 0.08% | 102 |
|
|
2025
Q1 | $273K | Hold |
10,896
| – | – | 0.08% | 101 |
|
|
2024
Q4 | $304K | Hold |
10,896
| – | – | 0.08% | 100 |
|
|
2024
Q3 | $284K | Hold |
10,896
| – | – | 0.08% | 93 |
|
|
2024
Q2 | $275K | Hold |
10,896
| – | – | 0.09% | 89 |
|
|
2024
Q1 | $253K | Buy |
+10,896
| New | +$253K | 0.08% | 95 |
|
|
2023
Q2 | – | Hold |
0
| – | – | – | 415 |
|
|
2023
Q1 | – | Hold |
0
| – | – | – | 300 |
|