Kavar Capital Partners 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 | $289K | Buy |
9,878
+8
| +0.1% | +$234 | 0.04% | 158 |
|
|
2025
Q1 | $247K | Sell |
9,870
-14
| -0.1% | -$351 | 0.04% | 159 |
|
|
2024
Q4 | $275K | Buy |
9,884
+160
| +2% | +$4.46K | 0.05% | 143 |
|
|
2024
Q3 | $253K | Buy |
9,724
+8
| +0.1% | +$208 | 0.04% | 157 |
|
|
2024
Q2 | $245K | Hold |
9,716
| – | – | 0.04% | 144 |
|
|
2024
Q1 | $225K | Buy |
+9,716
| New | +$225K | 0.04% | 152 |
|
|
2021
Q4 | – | Sell |
-11,056
| Closed | -$205K | – | 170 |
|
|
2021
Q3 | $205K | Sell |
11,056
-4,400
| -28% | -$81.6K | 0.05% | 164 |
|
|
2021
Q2 | $282K | Sell |
15,456
-1,416
| -8% | -$25.8K | 0.07% | 132 |
|
|
2021
Q1 | $274K | Hold |
16,872
| – | – | 0.07% | 123 |
|
|
2020
Q4 | $271K | Buy |
+16,872
| New | +$271K | 0.08% | 132 |
|
|
2019
Q3 | – | Sell |
-6,576
| Closed | -$68K | – | 387 |
|
|
2019
Q2 | $68K | Buy |
+6,576
| New | +$68K | 0.03% | 197 |
|
|
2018
Q3 | – | Sell |
-5,600
| Closed | -$53K | – | 329 |
|
|
2018
Q2 | $53K | Hold |
5,600
| – | – | 0.03% | 183 |
|
|
2018
Q1 | $50K | Buy |
+5,600
| New | +$50K | 0.03% | 187 |
|
|
2016
Q1 | – | Sell |
-5,600
| Closed | -$36K | – | 339 |
|
|
2015
Q4 | $36K | Buy |
+5,600
| New | +$36K | 0.02% | 190 |
|