Investment Advisory Group’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 | $215K | Sell |
7,377
-1,000
| -12% | -$29.2K | 0.07% | 166 |
|
|
2025
Q1 | $210K | Buy |
8,377
+8
| +0.1% | +$200 | 0.07% | 164 |
|
|
2024
Q4 | $233K | Buy |
8,369
+1
| +0% | +$28 | 0.08% | 148 |
|
|
2024
Q3 | $218K | Buy |
8,368
+96
| +1% | +$2.5K | 0.08% | 158 |
|
|
2024
Q2 | $209K | Sell |
8,272
-1,228
| -13% | -$31K | 0.08% | 156 |
|
|
2024
Q1 | $220K | Sell |
9,500
-1,080
| -10% | -$25K | 0.09% | 144 |
|
|
2023
Q4 | $219K | Buy |
+10,580
| New | +$219K | 0.1% | 138 |
|