Independent Wealth Network’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 | $800K | Buy |
27,389
+518
| +2% | +$15.1K | 0.29% | 84 |
|
|
2025
Q1 | $673K | Buy |
26,871
+6,393
| +31% | +$160K | 0.27% | 93 |
|
|
2024
Q4 | $571K | Buy |
20,478
+5,354
| +35% | +$149K | 0.23% | 110 |
|
|
2024
Q3 | $394K | Buy |
15,124
+1,096
| +8% | +$28.5K | 0.17% | 138 |
|
|
2024
Q2 | $354K | Buy |
14,028
+180
| +1% | +$4.54K | 0.16% | 147 |
|
|
2024
Q1 | $321K | Buy |
13,848
+3,160
| +30% | +$73.2K | 0.15% | 162 |
|
|
2023
Q4 | $222K | Buy |
+10,688
| New | +$222K | 0.12% | 187 |
|
|
2022
Q1 | – | Sell |
-21,784
| Closed | -$446K | – | 226 |
|
|
2021
Q4 | $446K | Buy |
21,784
+1,928
| +10% | +$39.5K | 0.27% | 106 |
|
|
2021
Q3 | $404K | Buy |
+19,856
| New | +$404K | 0.26% | 109 |
|