Cambridge Financial Group (Arizona)’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
$7.97M Sell
272,751
-219
-0.1% -$6.4K 2.99% 7
2025
Q1
$6.83M Sell
272,970
-1,586
-0.6% -$39.7K 2.9% 7
2024
Q4
$7.65M Sell
274,556
-12,584
-4% -$351K 3.27% 7
2024
Q3
$7.48M Sell
287,140
-2,272
-0.8% -$59.2K 3.11% 7
2024
Q2
$7.3M Sell
289,412
-4,136
-1% -$104K 3.33% 7
2024
Q1
$6.8M Sell
293,548
-4,688
-2% -$109K 3.23% 8
2023
Q4
$6.19M Buy
+298,236
New +$6.19M 3.23% 8