IA
IFP Advisors’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $27.7M | Buy |
948,148
+15,625
| +2% | +$456K | 0.79% | 15 |
|
|
2025
Q1 | $23.4M | Buy |
932,523
+39,437
| +4% | +$988K | 0.72% | 17 |
|
|
2024
Q4 | $24.9M | Buy |
893,086
+674,632
| +309% | +$18.8M | 0.82% | 16 |
|
|
2024
Q3 | $22.8M | Sell |
218,454
-6,874
| -3% | -$716K | 0.82% | 14 |
|
|
2024
Q2 | $22.7M | Buy |
225,328
+2,922
| +1% | +$295K | 0.9% | 16 |
|
|
2024
Q1 | $20.6M | Sell |
222,406
-17,372
| -7% | -$1.61M | 0.9% | 14 |
|
|
2023
Q4 | $19.9M | Sell |
239,778
-315
| -0.1% | -$26.1K | 0.94% | 13 |
|
|
2023
Q3 | $17.5M | Sell |
240,093
-30,287
| -11% | -$2.2M | 0.78% | 20 |
|
|
2023
Q2 | $20.3M | Buy |
270,380
+11,361
| +4% | +$852K | 0.85% | 16 |
|
|
2023
Q1 | $19.7M | Sell |
259,019
-122,079
| -32% | -$9.27M | 0.86% | 14 |
|
|
2022
Q4 | $29M | Buy |
381,098
+55,890
| +17% | +$4.26M | 0.78% | 12 |
|
|
2022
Q3 | $24.8M | Buy |
325,208
+41,227
| +15% | +$3.15M | 0.65% | 13 |
|
|
2022
Q2 | $21.7M | Hold |
283,981
| – | – | 0.69% | 13 |
|
|
2022
Q1 | $21.7M | Buy |
283,981
+199,683
| +237% | +$15.2M | 0.69% | 13 |
|
|
2021
Q4 | $13.9M | Buy |
84,298
+5,305
| +7% | +$874K | 0.27% | 38 |
|
|
2021
Q3 | $11.8M | Buy |
78,993
+5,008
| +7% | +$748K | 0.24% | 47 |
|
|
2021
Q2 | $10.8M | Buy |
73,985
+45,433
| +159% | +$6.63M | 0.22% | 51 |
|
|
2021
Q1 | $3.71M | Buy |
28,552
+3,708
| +15% | +$481K | 0.07% | 132 |
|
|
2020
Q4 | $3.18M | Sell |
24,844
-47
| -0.2% | -$6.02K | 0.13% | 137 |
|
|
2020
Q3 | $2.86M | Buy |
24,891
+274
| +1% | +$31.5K | 0.17% | 120 |
|
|
2020
Q2 | $2.43M | Sell |
24,617
-5,946
| -19% | -$587K | 0.19% | 113 |
|
|
2020
Q1 | $2.45M | Buy |
30,563
+3,477
| +13% | +$279K | 0.25% | 90 |
|
|
2019
Q4 | $2.53M | Sell |
27,086
-5,442
| -17% | -$508K | 0.19% | 127 |
|
|
2019
Q3 | $2.73M | Buy |
+32,528
| New | +$2.73M | 0.18% | 123 |
|
|
2019
Q1 | $2K | Sell |
23
-16,716
| -100% | -$1.45M | ﹤0.01% | 2115 |
|
|
2018
Q4 | $1.14M | Buy |
16,739
+3,010
| +22% | +$205K | 0.07% | 313 |
|
|
2018
Q3 | $1.13M | Buy |
13,729
+3,162
| +30% | +$259K | 0.05% | 398 |
|
|
2018
Q2 | $801K | Buy |
10,567
+3,482
| +49% | +$264K | 0.03% | 485 |
|
|
2018
Q1 | $501K | Hold |
7,085
| – | – | 0.02% | 626 |
|
|
2017
Q4 | $501K | Sell |
7,085
-501
| -7% | -$35.4K | 0.02% | 624 |
|
|
2017
Q3 | $501K | Buy |
7,586
+641
| +9% | +$42.3K | 0.02% | 692 |
|
|
2017
Q2 | $439K | Buy |
6,945
+845
| +14% | +$53.4K | 0.02% | 729 |
|
|
2017
Q1 | $369K | Buy |
6,100
+2,540
| +71% | +$154K | 0.02% | 810 |
|
|
2016
Q4 | $199K | Sell |
3,560
-332
| -9% | -$18.6K | 0.01% | 1056 |
|
|
2016
Q3 | $216K | Buy |
3,892
+1,199
| +45% | +$66.5K | 0.01% | 962 |
|
|
2016
Q2 | $141K | Buy |
2,693
+2,670
| +11,609% | +$140K | 0.01% | 1153 |
|
|
2016
Q1 | $2K | Sell |
23
-2,193
| -99% | -$191K | ﹤0.01% | 2115 |
|
|
2015
Q4 | $117K | Buy |
+2,216
| New | +$117K | 0.01% | 1087 |
|