IFG Advisory’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 | $1.77M | Buy |
60,589
+16,008
| +36% | +$468K | 0.09% | 240 |
|
|
2025
Q1 | $1.12M | Buy |
44,581
+11,175
| +33% | +$280K | 0.06% | 297 |
|
|
2024
Q4 | $931K | Buy |
+33,406
| New | +$931K | 0.05% | 308 |
|
|
2024
Q3 | – | Sell |
-29,260
| Closed | -$738K | – | 568 |
|
|
2024
Q2 | $738K | Buy |
+29,260
| New | +$738K | 0.05% | 338 |
|
|
2024
Q1 | – | Sell |
-27,684
| Closed | -$574K | – | 533 |
|
|
2023
Q4 | $574K | Buy |
+27,684
| New | +$574K | 0.04% | 341 |
|