Iron Horse Wealth Management’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 | $234 | Hold |
8
| – | – | ﹤0.01% | 564 |
|
|
2025
Q1 | $200 | Hold |
8
| – | – | ﹤0.01% | 578 |
|
|
2024
Q4 | $223 | Hold |
8
| – | – | ﹤0.01% | 483 |
|
|
2024
Q3 | $208 | Hold |
8
| – | – | ﹤0.01% | 483 |
|
|
2024
Q2 | $202 | Hold |
8
| – | – | ﹤0.01% | 462 |
|
|
2024
Q1 | $185 | Hold |
8
| – | – | ﹤0.01% | 449 |
|
|
2023
Q4 | $166 | Hold |
8
| – | – | ﹤0.01% | 480 |
|
|
2023
Q3 | $145 | Sell |
8
-16
| -67% | -$290 | ﹤0.01% | 490 |
|
|
2023
Q2 | $450 | Hold |
24
| – | – | ﹤0.01% | 287 |
|
|
2023
Q1 | $391 | Hold |
24
| – | – | ﹤0.01% | 323 |
|
|
2022
Q4 | $0 | Buy |
24
+16
| +200% | – | ﹤0.01% | 273 |
|
|
2022
Q3 | $0 | Sell |
8
-32
| -80% | – | ﹤0.01% | 254 |
|
|
2022
Q2 | $1K | Hold |
40
| – | – | ﹤0.01% | 232 |
|
|
2022
Q1 | $1K | Sell |
40
-1,096
| -96% | -$27.4K | ﹤0.01% | 210 |
|
|
2021
Q4 | $23K | Buy |
+1,136
| New | +$23K | 0.01% | 95 |
|