GA
Goldstein Advisors’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $795K | Sell |
27,219
-189
| -0.7% | -$5.52K | 0.11% | 66 |
|
|
2025
Q1 | $686K | Buy |
27,408
+446
| +2% | +$11.2K | 0.1% | 73 |
|
|
2024
Q4 | $751K | Buy |
26,962
+20,008
| +288% | +$558K | 0.11% | 71 |
|
|
2024
Q3 | $724K | Sell |
6,954
-100
| -1% | -$10.4K | 0.11% | 69 |
|
|
2024
Q2 | $711K | Buy |
7,054
+100
| +1% | +$10.1K | 0.12% | 63 |
|
|
2024
Q1 | $645K | Buy |
6,954
+32
| +0.5% | +$2.97K | 0.11% | 65 |
|
|
2023
Q4 | $574K | Hold |
6,922
| – | – | 0.1% | 94 |
|
|
2023
Q3 | $503K | Hold |
6,922
| – | – | 0.11% | 71 |
|
|
2023
Q2 | $519K | Hold |
6,922
| – | – | 0.11% | 73 |
|
|
2023
Q1 | $451K | Hold |
6,922
| – | – | 0.1% | 78 |
|
|
2022
Q4 | $385K | Buy |
+6,922
| New | +$385K | 0.09% | 87 |
|