GPM Growth Investors’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
$13.6M Buy
465,025
+2,515
+0.5% +$73.5K 5.39% 3
2025
Q1
$11.6M Buy
462,510
+601
+0.1% +$15K 5.08% 4
2024
Q4
$12.9M Buy
461,909
+2,905
+0.6% +$81K 5.44% 3
2024
Q3
$12M Sell
459,004
-14,596
-3% -$380K 4.97% 4
2024
Q2
$11.9M Buy
+473,600
New +$11.9M 5.08% 3
2023
Q4
$9.62M Sell
463,604
-14,240
-3% -$295K 4.53% 5
2023
Q3
$8.69M Sell
477,844
-25,940
-5% -$472K 4.54% 5
2023
Q2
$9.44M Buy
503,784
+4,304
+0.9% +$80.6K 4.95% 5
2023
Q1
$8.14M Buy
499,480
+13,488
+3% +$220K 4.71% 5
2022
Q4
$6.75M Buy
485,992
+13,332
+3% +$185K 4.1% 6
2022
Q3
$6.6M Buy
472,660
+4,676
+1% +$65.2K 4.4% 6
2022
Q2
$6.79M Buy
467,984
+28,936
+7% +$420K 4.42% 7
2022
Q1
$8.21M Sell
439,048
-8,464
-2% -$158K 4.52% 6
2021
Q4
$9.16M Sell
447,512
-11,992
-3% -$245K 4.56% 5
2021
Q3
$8.51M Sell
459,504
-3,736
-0.8% -$69.2K 4.49% 5
2021
Q2
$8.45M Sell
463,240
-34,368
-7% -$627K 4.44% 5
2021
Q1
$8.07M Sell
497,608
-134,720
-21% -$2.19M 4.61% 5
2020
Q4
$10.2M Sell
632,328
-21,048
-3% -$338K 6.25% 4
2020
Q3
$9.41M Sell
653,376
-7,616
-1% -$110K 6.38% 4
2020
Q2
$8.39M Buy
660,992
+5,416
+0.8% +$68.7K 6.25% 4
2020
Q1
$6.53M Buy
655,576
+7,088
+1% +$70.6K 5.68% 4
2019
Q4
$7.53M Buy
+648,488
New +$7.53M 5.46% 2