Golden State Wealth 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 | $275K | Sell |
9,427
-3,526
| -27% | -$103K | 0.03% | 317 |
|
|
2025
Q1 | $324K | Hold |
12,953
| – | – | 0.05% | 279 |
|
|
2024
Q4 | $361K | Buy |
+12,953
| New | +$361K | 0.05% | 246 |
|
|
2022
Q1 | $328K | Buy |
17,552
+3,952
| +29% | +$73.9K | 0.06% | 226 |
|
|
2021
Q4 | $278K | Hold |
13,600
| – | – | 0.05% | 299 |
|
|
2021
Q3 | $252K | Sell |
13,600
-648
| -5% | -$12K | 0.05% | 256 |
|
|
2021
Q2 | $260K | Hold |
14,248
| – | – | 0.06% | 244 |
|
|
2021
Q1 | $231K | Hold |
14,248
| – | – | 0.08% | 178 |
|
|
2020
Q4 | $229K | Sell |
14,248
-9,800
| -41% | -$158K | 0.07% | 216 |
|
|
2020
Q3 | $346K | Buy |
+24,048
| New | +$346K | 0.12% | 129 |
|
|
2020
Q2 | – | Sell |
-24,048
| Closed | -$239K | – | 743 |
|
|
2020
Q1 | $239K | Sell |
24,048
-71,344
| -75% | -$709K | 0.11% | 132 |
|
|
2019
Q4 | $1.11M | Buy |
95,392
+71,344
| +297% | +$829K | 0.21% | 25 |
|
|
2019
Q3 | $253K | Hold |
24,048
| – | – | 0.08% | 176 |
|
|
2019
Q2 | $250K | Sell |
24,048
-13,104
| -35% | -$136K | 0.08% | 195 |
|
|
2019
Q1 | $369K | Buy |
+37,152
| New | +$369K | 0.12% | 145 |
|