Hutchens & Kramer Investment Management Group’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 | $427K | Buy |
14,775
+160
| +1% | +$4.63K | 0.2% | 84 |
|
|
2025
Q1 | $366K | Buy |
14,615
+2
| +0% | +$50 | 0.2% | 83 |
|
|
2024
Q4 | $407K | Buy |
14,613
+1
| +0% | +$28 | 0.22% | 80 |
|
|
2024
Q3 | $375K | Sell |
14,612
-1,636
| -10% | -$42K | 0.21% | 87 |
|
|
2024
Q2 | $413K | Sell |
16,248
-332
| -2% | -$8.44K | 0.23% | 69 |
|
|
2024
Q1 | $385K | Sell |
16,580
-120
| -0.7% | -$2.78K | 0.23% | 73 |
|
|
2023
Q4 | $346K | Buy |
16,700
+24
| +0.1% | +$498 | 0.24% | 72 |
|
|
2023
Q3 | $306K | Sell |
16,676
-332
| -2% | -$6.09K | 0.24% | 76 |
|
|
2023
Q2 | $319K | Buy |
17,008
+2,088
| +14% | +$39.1K | 0.25% | 74 |
|
|
2023
Q1 | $243K | Sell |
14,920
-3,884
| -21% | -$63.3K | 0.21% | 97 |
|
|
2022
Q4 | $261K | Sell |
18,804
-1,744
| -8% | -$24.2K | 0.19% | 81 |
|
|
2022
Q3 | $293K | Sell |
20,548
-5,008
| -20% | -$71.4K | 0.24% | 63 |
|
|
2022
Q2 | $375K | Sell |
25,556
-1,636
| -6% | -$24K | 0.28% | 64 |
|
|
2022
Q1 | $510K | Sell |
27,192
-22,576
| -45% | -$423K | 0.28% | 63 |
|
|
2021
Q4 | $460K | Buy |
+49,768
| New | +$460K | 0.29% | 61 |
|