GSB Wealth 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 | $6.06M | Sell |
207,794
-18,247
| -8% | -$533K | 1.48% | 14 |
|
|
2025
Q1 | $5.68M | Sell |
226,041
-17,450
| -7% | -$439K | 1.49% | 11 |
|
|
2024
Q4 | $6.79M | Buy |
243,491
+11,243
| +5% | +$313K | 1.75% | 9 |
|
|
2024
Q3 | $6.05M | Sell |
232,248
-1,748
| -0.7% | -$45.5K | 1.55% | 10 |
|
|
2024
Q2 | $5.9M | Buy |
233,996
+1,128
| +0.5% | +$28.4K | 1.61% | 9 |
|
|
2024
Q1 | $5.4M | Buy |
232,868
+32,724
| +16% | +$759K | 1.52% | 9 |
|
|
2023
Q4 | $4.15M | Sell |
200,144
-4,084
| -2% | -$84.7K | 1.28% | 11 |
|
|
2023
Q3 | $3.71M | Buy |
204,228
+13,768
| +7% | +$250K | 1.24% | 12 |
|
|
2023
Q2 | $3.57M | Buy |
190,460
+47,356
| +33% | +$887K | 1.16% | 15 |
|
|
2023
Q1 | $2.33M | Buy |
+143,104
| New | +$2.33M | 0.76% | 38 |
|