Greenwood Gearhart’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 | $637K | Buy |
21,810
+1,072
| +5% | +$31.3K | 0.04% | 71 |
|
|
2025
Q1 | $519K | Buy |
20,738
+235
| +1% | +$5.88K | 0.04% | 78 |
|
|
2024
Q4 | $571K | Sell |
20,503
-1,361
| -6% | -$37.9K | 0.04% | 85 |
|
|
2024
Q3 | $569K | Buy |
21,864
+108
| +0.5% | +$2.81K | 0.05% | 71 |
|
|
2024
Q2 | $548K | Sell |
21,756
-432
| -2% | -$10.9K | 0.05% | 69 |
|
|
2024
Q1 | $514K | Buy |
22,188
+140
| +0.6% | +$3.25K | 0.05% | 71 |
|
|
2023
Q4 | $457K | Sell |
22,048
-928
| -4% | -$19.2K | 0.05% | 71 |
|
|
2023
Q3 | $418K | Buy |
22,976
+676
| +3% | +$12.3K | 0.05% | 76 |
|
|
2023
Q2 | $418K | Buy |
22,300
+640
| +3% | +$12K | 0.05% | 77 |
|
|
2023
Q1 | $353K | Buy |
21,660
+1,224
| +6% | +$19.9K | 0.04% | 75 |
|
|
2022
Q4 | $284K | Buy |
20,436
+1,544
| +8% | +$21.4K | 0.04% | 87 |
|
|
2022
Q3 | $264K | Buy |
18,892
+3,360
| +22% | +$47K | 0.04% | 86 |
|
|
2022
Q2 | $225K | Buy |
15,532
+2,208
| +17% | +$32K | 0.04% | 86 |
|
|
2022
Q1 | $249K | Sell |
13,324
-796
| -6% | -$14.9K | 0.03% | 89 |
|
|
2021
Q4 | $289K | Sell |
14,120
-808
| -5% | -$16.5K | 0.04% | 85 |
|
|
2021
Q3 | $276K | Buy |
14,928
+1,160
| +8% | +$21.4K | 0.04% | 79 |
|
|
2021
Q2 | $251K | Buy |
+13,768
| New | +$251K | 0.04% | 78 |
|