Insight Wealth Partners’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 | $1.2M | Sell |
41,208
-595
| -1% | -$17.4K | 0.47% | 35 |
|
|
2025
Q1 | $1.05M | Sell |
41,803
-2,634
| -6% | -$66K | 0.17% | 38 |
|
|
2024
Q4 | $1.24M | Sell |
44,437
-5,267
| -11% | -$147K | 0.17% | 34 |
|
|
2024
Q3 | $1.29M | Buy |
49,704
+20,900
| +73% | +$544K | 0.26% | 33 |
|
|
2024
Q2 | $726K | Buy |
28,804
+8,088
| +39% | +$204K | 0.13% | 43 |
|
|
2024
Q1 | $480K | Buy |
+20,716
| New | +$480K | 0.08% | 56 |
|