GPS Wealth Strategies Group’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 | $119K | Buy |
4,068
+363
| +10% | +$10.6K | 0.01% | 427 |
|
|
2025
Q1 | $92.8K | Buy |
3,705
+551
| +17% | +$13.8K | 0.01% | 470 |
|
|
2024
Q4 | $87.9K | Buy |
3,154
+110
| +4% | +$3.07K | 0.01% | 462 |
|
|
2024
Q3 | $79.3K | Sell |
3,044
-80
| -3% | -$2.08K | 0.01% | 488 |
|
|
2024
Q2 | $78.7K | Buy |
3,124
+548
| +21% | +$13.8K | 0.01% | 436 |
|
|
2024
Q1 | $59.7K | Buy |
2,576
+4
| +0.2% | +$93 | 0.01% | 474 |
|
|
2023
Q4 | $53.4K | Buy |
2,572
+1,600
| +165% | +$33.2K | 0.01% | 475 |
|
|
2023
Q3 | $17.7K | Hold |
972
| – | – | ﹤0.01% | 715 |
|
|
2023
Q2 | $18.2K | Buy |
972
+4
| +0.4% | +$75 | ﹤0.01% | 714 |
|
|
2023
Q1 | $15.8K | Buy |
+968
| New | +$15.8K | ﹤0.01% | 745 |
|
|
2022
Q4 | – | Sell |
-968
| Closed | -$13K | – | 903 |
|
|
2022
Q3 | $13K | Buy |
968
+4
| +0.4% | +$54 | ﹤0.01% | 717 |
|
|
2022
Q2 | $14K | Hold |
964
| – | – | ﹤0.01% | 698 |
|
|
2022
Q1 | $18K | Buy |
964
+4
| +0.4% | +$75 | ﹤0.01% | 612 |
|
|
2021
Q4 | $20K | Hold |
960
| – | – | ﹤0.01% | 589 |
|
|
2021
Q3 | $18K | Hold |
960
| – | – | ﹤0.01% | 592 |
|
|
2021
Q2 | $18K | Sell |
960
-312
| -25% | -$5.85K | ﹤0.01% | 614 |
|
|
2021
Q1 | $20K | Buy |
+1,272
| New | +$20K | 0.01% | 552 |
|