Heirloom 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 | $3.32M | Buy |
113,543
+2,518
| +2% | +$73.6K | 0.88% | 23 |
|
|
2025
Q1 | $2.78M | Buy |
111,025
+17,003
| +18% | +$426K | 0.8% | 23 |
|
|
2024
Q4 | $2.62M | Sell |
94,022
-9,502
| -9% | -$265K | 0.79% | 24 |
|
|
2024
Q3 | $2.7M | Sell |
103,524
-2,712
| -3% | -$70.6K | 0.84% | 22 |
|
|
2024
Q2 | $2.68M | Sell |
106,236
-9,052
| -8% | -$228K | 0.87% | 22 |
|
|
2024
Q1 | $2.67M | Buy |
115,288
+2,448
| +2% | +$56.7K | 0.91% | 22 |
|
|
2023
Q4 | $2.34M | Buy |
112,840
+2,012
| +2% | +$41.7K | 0.9% | 22 |
|
|
2023
Q3 | $2.01M | Sell |
110,828
-1,780
| -2% | -$32.4K | 0.9% | 22 |
|
|
2023
Q2 | $2.11M | Buy |
112,608
+9,308
| +9% | +$174K | 0.92% | 23 |
|
|
2023
Q1 | $1.68M | Buy |
103,300
+56,160
| +119% | +$915K | 0.8% | 22 |
|
|
2022
Q4 | $655K | Buy |
+47,140
| New | +$655K | 0.41% | 31 |
|