Hantz Financial Services’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 | $352K | Buy |
+12,065
| New | +$352K | 0.01% | 556 |
|
|
2025
Q1 | – | Sell |
-6,336
| Closed | -$177K | – | 1937 |
|
|
2024
Q4 | $177K | Buy |
6,336
+4,172
| +193% | +$117K | ﹤0.01% | 568 |
|
|
2024
Q3 | $56K | Buy |
+2,164
| New | +$56K | ﹤0.01% | 653 |
|
|
2024
Q2 | – | Sell |
-100
| Closed | -$2K | – | 1239 |
|
|
2024
Q1 | $2K | Hold |
100
| – | – | ﹤0.01% | 1076 |
|
|
2023
Q4 | $2K | Buy |
+100
| New | +$2K | ﹤0.01% | 1041 |
|
|
2023
Q2 | – | Sell |
-120
| Closed | -$2K | – | 1165 |
|
|
2023
Q1 | $2K | Buy |
+120
| New | +$2K | ﹤0.01% | 1007 |
|
|
2022
Q4 | – | Hold |
0
| – | – | – | 1150 |
|
|
2022
Q2 | – | Sell |
-512
| Closed | -$10K | – | 1108 |
|
|
2022
Q1 | $10K | Hold |
512
| – | – | ﹤0.01% | 786 |
|
|
2021
Q4 | $10K | Hold |
512
| – | – | ﹤0.01% | 694 |
|
|
2021
Q3 | $9K | Hold |
512
| – | – | ﹤0.01% | 709 |
|
|
2021
Q2 | $9K | Hold |
512
| – | – | ﹤0.01% | 699 |
|
|
2021
Q1 | $8K | Hold |
512
| – | – | ﹤0.01% | 612 |
|
|
2020
Q4 | $8K | Buy |
+512
| New | +$8K | ﹤0.01% | 548 |
|