JFG 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 | $1.56M | Buy |
53,381
+1,895
| +4% | +$55.4K | 0.33% | 22 |
|
|
2025
Q1 | $1.29M | Buy |
51,486
+58
| +0.1% | +$1.45K | 0.29% | 27 |
|
|
2024
Q4 | $1.43M | Buy |
51,428
+56
| +0.1% | +$1.56K | 0.33% | 30 |
|
|
2024
Q3 | $1.34M | Buy |
51,372
+108
| +0.2% | +$2.81K | 0.37% | 24 |
|
|
2024
Q2 | $1.29M | Hold |
51,264
| – | – | 0.37% | 17 |
|
|
2024
Q1 | $1.19M | Sell |
51,264
-11,712
| -19% | -$271K | 0.32% | 20 |
|
|
2023
Q4 | $1.31M | Buy |
62,976
+72
| +0.1% | +$1.49K | 0.38% | 19 |
|
|
2023
Q3 | $1.14M | Buy |
62,904
+5,936
| +10% | +$108K | 0.37% | 14 |
|
|
2023
Q2 | $1.07M | Buy |
56,968
+72
| +0.1% | +$1.35K | 0.33% | 14 |
|
|
2023
Q1 | $927K | Buy |
56,896
+76
| +0.1% | +$1.24K | 0.32% | 12 |
|
|
2022
Q4 | $789K | Buy |
+56,820
| New | +$789K | 0.26% | 15 |
|