Guerra Pan Advisors’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 | $3.95M | Buy |
135,058
+9,263
| +7% | +$271K | 2.6% | 11 |
|
|
2025
Q1 | $3.15M | Buy |
125,795
+2,110
| +2% | +$52.8K | 2.47% | 13 |
|
|
2024
Q4 | $3.45M | Buy |
123,685
+42,117
| +52% | +$1.17M | 2.5% | 12 |
|
|
2024
Q3 | $2.12M | Buy |
81,568
+6,700
| +9% | +$175K | 1.7% | 17 |
|
|
2024
Q2 | $1.89M | Buy |
74,868
+9,772
| +15% | +$246K | 1.58% | 17 |
|
|
2024
Q1 | $1.51M | Buy |
65,096
+3,508
| +6% | +$81.3K | 1.4% | 24 |
|
|
2023
Q4 | $1.28M | Buy |
61,588
+34,860
| +130% | +$723K | 1.22% | 25 |
|
|
2023
Q3 | $486K | Buy |
26,728
+7,864
| +42% | +$143K | 0.56% | 55 |
|
|
2023
Q2 | $353K | Buy |
+18,864
| New | +$353K | 0.39% | 63 |
|