Integrated Advisors 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 | $11.8M | Buy |
405,091
+8,643
| +2% | +$252K | 0.53% | 37 |
|
|
2025
Q1 | $9.93M | Sell |
396,448
-5,993
| -1% | -$150K | 0.5% | 44 |
|
|
2024
Q4 | $11.2M | Buy |
402,441
+18,589
| +5% | +$518K | 0.54% | 34 |
|
|
2024
Q3 | $10M | Sell |
383,852
-11,344
| -3% | -$295K | 0.47% | 42 |
|
|
2024
Q2 | $9.96M | Sell |
395,196
-3,072
| -0.8% | -$77.4K | 0.51% | 39 |
|
|
2024
Q1 | $9.23M | Buy |
398,268
+11,324
| +3% | +$262K | 0.47% | 47 |
|
|
2023
Q4 | $8.03M | Buy |
386,944
+13,584
| +4% | +$282K | 0.45% | 48 |
|
|
2023
Q3 | $6.79M | Sell |
373,360
-12,752
| -3% | -$232K | 0.42% | 56 |
|
|
2023
Q2 | $7.23M | Sell |
386,112
-15,672
| -4% | -$294K | 0.42% | 51 |
|
|
2023
Q1 | $6.55M | Buy |
401,784
+5,924
| +1% | +$96.5K | 0.39% | 58 |
|
|
2022
Q4 | $5.5M | Sell |
395,860
-6,252
| -2% | -$86.8K | 0.35% | 76 |
|
|
2022
Q3 | $5.61M | Buy |
402,112
+54,564
| +16% | +$761K | 0.38% | 62 |
|
|
2022
Q2 | $5.04M | Buy |
347,548
+40,004
| +13% | +$580K | 0.33% | 78 |
|
|
2022
Q1 | $5.75M | Buy |
307,544
+21,240
| +7% | +$397K | 0.34% | 69 |
|
|
2021
Q4 | $5.86M | Buy |
286,304
+36,896
| +15% | +$755K | 0.35% | 65 |
|
|
2021
Q3 | $4.62M | Buy |
249,408
+42,592
| +21% | +$788K | 0.31% | 80 |
|
|
2021
Q2 | $3.77M | Buy |
206,816
+37,800
| +22% | +$690K | 0.28% | 102 |
|
|
2021
Q1 | $2.74M | Buy |
169,016
+45,520
| +37% | +$738K | 0.25% | 120 |
|
|
2020
Q4 | $1.98M | Buy |
123,496
+23,312
| +23% | +$374K | 0.22% | 131 |
|
|
2020
Q3 | $1.44M | Buy |
100,184
+3,256
| +3% | +$46.9K | 0.18% | 137 |
|
|
2020
Q2 | $1.23M | Buy |
96,928
+16,560
| +21% | +$210K | 0.14% | 167 |
|
|
2020
Q1 | $800K | Buy |
80,368
+11,600
| +17% | +$115K | 0.16% | 148 |
|
|
2019
Q4 | $799K | Buy |
+68,768
| New | +$799K | 0.11% | 195 |
|