Investment Research & 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 | $17.9K | Buy |
611
+3
| +0.5% | +$88 | 0.01% | 153 |
|
|
2025
Q1 | $15.2K | Buy |
+608
| New | +$15.2K | 0.01% | 153 |
|
|
2023
Q3 | – | Sell |
-1,320
| Closed | -$24.7K | – | 230 |
|
|
2023
Q2 | $24.7K | Buy |
+1,320
| New | +$24.7K | 0.01% | 123 |
|
|
2022
Q1 | – | Sell |
-1,168
| Closed | -$24K | – | 196 |
|
|
2021
Q4 | $24K | Hold |
1,168
| – | – | 0.01% | 126 |
|
|
2021
Q3 | $22K | Hold |
1,168
| – | – | 0.01% | 117 |
|
|
2021
Q2 | $21K | Hold |
1,168
| – | – | 0.01% | 127 |
|
|
2021
Q1 | $19K | Hold |
1,168
| – | – | 0.01% | 120 |
|
|
2020
Q4 | $19K | Hold |
1,168
| – | – | 0.01% | 118 |
|
|
2020
Q3 | $17K | Hold |
1,168
| – | – | 0.01% | 119 |
|
|
2020
Q2 | $15K | Hold |
1,168
| – | – | 0.01% | 119 |
|
|
2020
Q1 | $12K | Hold |
1,168
| – | – | 0.01% | 121 |
|
|
2019
Q4 | $14K | Buy |
+1,168
| New | +$14K | 0.01% | 143 |
|