Hilltop Wealth 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 | $815K | Sell |
27,916
-1,086
| -4% | -$31.7K | 0.46% | 26 |
|
|
2025
Q1 | $726K | Sell |
29,002
-3,434
| -11% | -$86K | 0.41% | 29 |
|
|
2024
Q4 | $904K | Sell |
32,436
-168
| -0.5% | -$4.68K | 0.46% | 27 |
|
|
2024
Q3 | $849K | Sell |
32,604
-4,456
| -12% | -$116K | 0.4% | 29 |
|
|
2024
Q2 | $934K | Sell |
37,060
-1,180
| -3% | -$29.7K | 0.47% | 26 |
|
|
2024
Q1 | $886K | Sell |
38,240
-1,984
| -5% | -$46K | 0.45% | 26 |
|
|
2023
Q4 | $834K | Sell |
40,224
-1,044
| -3% | -$21.7K | 0.48% | 24 |
|
|
2023
Q3 | $750K | Sell |
41,268
-1,636
| -4% | -$29.7K | 0.58% | 22 |
|
|
2023
Q2 | $804K | Sell |
42,904
-996
| -2% | -$18.7K | 0.59% | 22 |
|
|
2023
Q1 | $715K | Buy |
43,900
+5,496
| +14% | +$89.5K | 0.58% | 24 |
|
|
2022
Q4 | $533K | Buy |
38,404
+6,092
| +19% | +$84.6K | 0.45% | 25 |
|
|
2022
Q3 | $451K | Buy |
+32,312
| New | +$451K | 0.46% | 26 |
|