JBR Co Financial 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 | $1.41M | Sell |
48,310
-9,756
| -17% | -$285K | 0.7% | 38 |
|
|
2025
Q1 | $1.45M | Buy |
58,066
+264
| +0.5% | +$6.61K | 0.85% | 35 |
|
|
2024
Q4 | $1.61M | Buy |
57,802
+10,974
| +23% | +$306K | 0.98% | 27 |
|
|
2024
Q3 | $1.22M | Sell |
46,828
-2,144
| -4% | -$55.8K | 0.8% | 35 |
|
|
2024
Q2 | $1.23M | Sell |
48,972
-320
| -0.6% | -$8.07K | 0.87% | 27 |
|
|
2024
Q1 | $1.14M | Sell |
49,292
-5,776
| -10% | -$134K | 0.91% | 30 |
|
|
2023
Q4 | $1.14M | Buy |
+55,068
| New | +$1.14M | 1.07% | 25 |
|