Heritage Wealth Management (California)’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 | $11.4M | Buy |
390,296
+47,302
| +14% | +$1.38M | 7.6% | 2 |
|
|
2025
Q1 | $8.59M | Buy |
342,994
+2,806
| +0.8% | +$70.3K | 6.46% | 2 |
|
|
2024
Q4 | $9.48M | Sell |
340,188
-14,456
| -4% | -$403K | 6.82% | 2 |
|
|
2024
Q3 | $9.24M | Sell |
354,644
-10,916
| -3% | -$284K | 6.55% | 2 |
|
|
2024
Q2 | $9.22M | Buy |
365,560
+9,904
| +3% | +$250K | 6.76% | 2 |
|
|
2024
Q1 | $8.24M | Sell |
355,656
-17,528
| -5% | -$406K | 6.23% | 2 |
|
|
2023
Q4 | $7.74M | Buy |
+373,184
| New | +$7.74M | 6.19% | 2 |
|