Investors Research Corp’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 | $1.69M | Buy |
57,743
+4,550
| +9% | +$133K | 0.33% | 50 |
|
|
2025
Q1 | $1.33M | Buy |
53,193
+3,129
| +6% | +$78.4K | 0.29% | 66 |
|
|
2024
Q4 | $1.4M | Buy |
50,064
+1,896
| +4% | +$52.8K | 0.31% | 61 |
|
|
2024
Q3 | $1.25M | Buy |
48,168
+1,592
| +3% | +$41.5K | 0.27% | 76 |
|
|
2024
Q2 | $1.17M | Buy |
46,576
+4,332
| +10% | +$109K | 0.27% | 79 |
|
|
2024
Q1 | $979K | Buy |
42,244
+1,888
| +5% | +$43.8K | 0.23% | 112 |
|
|
2023
Q4 | $837K | Buy |
40,356
+1,716
| +4% | +$35.6K | 0.2% | 132 |
|
|
2023
Q3 | $702K | Buy |
38,640
+444
| +1% | +$8.07K | 0.18% | 152 |
|
|
2023
Q2 | $716K | Buy |
38,196
+776
| +2% | +$14.5K | 0.18% | 152 |
|
|
2023
Q1 | $610K | Buy |
37,420
+988
| +3% | +$16.1K | 0.16% | 172 |
|
|
2022
Q4 | $506K | Buy |
36,432
+3,704
| +11% | +$51.4K | 0.14% | 200 |
|
|
2022
Q3 | $457K | Buy |
32,728
+4,872
| +17% | +$68K | 0.14% | 200 |
|
|
2022
Q2 | $404K | Buy |
27,856
+5,192
| +23% | +$75.3K | 0.12% | 221 |
|
|
2022
Q1 | $424K | Buy |
22,664
+4,544
| +25% | +$85K | 0.12% | 217 |
|
|
2021
Q4 | $371K | Buy |
18,120
+3,816
| +27% | +$78.1K | 0.11% | 218 |
|
|
2021
Q3 | $265K | Buy |
14,304
+2,896
| +25% | +$53.7K | 0.09% | 261 |
|
|
2021
Q2 | $208K | Buy |
11,408
+2,464
| +28% | +$44.9K | 0.07% | 290 |
|
|
2021
Q1 | $145K | Buy |
8,944
+1,584
| +22% | +$25.7K | 0.05% | 334 |
|
|
2020
Q4 | $118K | Buy |
7,360
+624
| +9% | +$10K | 0.05% | 392 |
|
|
2020
Q3 | $97K | Buy |
6,736
+296
| +5% | +$4.26K | 0.05% | 395 |
|
|
2020
Q2 | $82K | Buy |
6,440
+88
| +1% | +$1.12K | 0.04% | 397 |
|
|
2020
Q1 | $63K | Buy |
6,352
+256
| +4% | +$2.54K | 0.04% | 404 |
|
|
2019
Q4 | $71K | Buy |
6,096
+56
| +0.9% | +$652 | 0.03% | 467 |
|
|
2019
Q3 | $63K | Buy |
6,040
+56
| +0.9% | +$584 | 0.03% | 482 |
|
|
2019
Q2 | $62K | Hold |
5,984
| – | – | 0.03% | 472 |
|
|
2019
Q1 | $59K | Buy |
+5,984
| New | +$59K | 0.03% | 481 |
|