IA
Insight 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 | $685K | Sell |
23,449
-9,653
| -29% | -$282K | 0.11% | 117 |
|
|
2025
Q1 | $829K | Sell |
33,102
-7,408
| -18% | -$185K | 0.14% | 95 |
|
|
2024
Q4 | $1.14M | Buy |
40,510
+25,739
| +174% | +$724K | 0.19% | 77 |
|
|
2024
Q3 | $1.54M | Sell |
14,771
-4,934
| -25% | -$514K | 0.27% | 62 |
|
|
2024
Q2 | $1.99M | Sell |
19,705
-8,423
| -30% | -$849K | 0.36% | 45 |
|
|
2024
Q1 | $2.61M | Sell |
28,128
-13,770
| -33% | -$1.28M | 0.5% | 34 |
|
|
2023
Q4 | $3.48M | Sell |
41,898
-2,727
| -6% | -$226K | 0.73% | 18 |
|
|
2023
Q3 | $3.25M | Sell |
44,625
-1,246
| -3% | -$90.6K | 0.74% | 17 |
|
|
2023
Q2 | $3.44M | Sell |
45,871
-434
| -0.9% | -$32.5K | 0.77% | 18 |
|
|
2023
Q1 | $3.02M | Buy |
46,305
+960
| +2% | +$62.6K | 0.71% | 20 |
|
|
2022
Q4 | $2.5M | Sell |
45,345
-786
| -2% | -$43.3K | 0.87% | 22 |
|
|
2022
Q3 | $2.58M | Sell |
46,131
-844
| -2% | -$47.1K | 1.01% | 21 |
|
|
2022
Q2 | $3.15M | Buy |
46,975
+2,644
| +6% | +$177K | 1.07% | 19 |
|
|
2022
Q1 | $3.32M | Buy |
44,331
+22,682
| +105% | +$1.7M | 0.99% | 19 |
|
|
2021
Q4 | $3.55M | Buy |
21,649
+6,310
| +41% | +$1.03M | 1.05% | 20 |
|
|
2021
Q3 | $2.53M | Buy |
15,339
+6,088
| +66% | +$1M | 0.75% | 29 |
|
|
2021
Q2 | $1.39M | Buy |
9,251
+5,149
| +126% | +$776K | 0.44% | 57 |
|
|
2021
Q1 | $573K | Buy |
+4,102
| New | +$573K | 0.18% | 146 |
|