Howard Bailey Securities’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
$8.41M Sell
287,889
-1,838
-0.6% -$53.7K 3.22% 6
2025
Q1
$7.25M Buy
289,727
+27,673
+11% +$693K 2.93% 8
2024
Q4
$7.3M Buy
262,054
+6,850
+3% +$191K 2.71% 7
2024
Q3
$6.65M Buy
+255,204
New +$6.65M 2.52% 10