Grandview Asset 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 | $219K | Sell |
7,486
-2,038
| -21% | -$59.6K | 0.07% | 125 |
|
|
2025
Q1 | $238K | Sell |
9,524
-1,783
| -16% | -$44.6K | 0.09% | 116 |
|
|
2024
Q4 | $315K | Buy |
+11,307
| New | +$315K | 0.12% | 94 |
|
|
2024
Q2 | – | Sell |
-10,088
| Closed | -$234K | – | 95 |
|
|
2024
Q1 | $234K | Buy |
10,088
+12
| +0.1% | +$278 | 0.11% | 106 |
|
|
2023
Q4 | $209K | Buy |
+10,076
| New | +$209K | 0.11% | 108 |
|
|
2022
Q1 | – | Sell |
-10,016
| Closed | -$205K | – | 142 |
|
|
2021
Q4 | $205K | Buy |
+10,016
| New | +$205K | 0.08% | 136 |
|
|
2021
Q2 | – | Sell |
-10,392
| Closed | -$169K | – | 393 |
|
|
2021
Q1 | $169K | Buy |
+10,392
| New | +$169K | 0.09% | 132 |
|