Keeler & Nadler Financial Planning & 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 | $22.6M | Buy |
774,887
+38,446
| +5% | +$1.12M | 9.06% | 1 |
|
|
2025
Q1 | $18.4M | Buy |
736,441
+45,879
| +7% | +$1.15M | 8.31% | 2 |
|
|
2024
Q4 | $19.2M | Buy |
690,562
+30,254
| +5% | +$843K | 9.02% | 2 |
|
|
2024
Q3 | $17.2M | Buy |
660,308
+25,056
| +4% | +$653K | 8.38% | 2 |
|
|
2024
Q2 | $16M | Buy |
635,252
+63,244
| +11% | +$1.59M | 8.8% | 1 |
|
|
2024
Q1 | $13.3M | Buy |
572,008
+63,660
| +13% | +$1.48M | 7.96% | 3 |
|
|
2023
Q4 | $10.5M | Buy |
+508,348
| New | +$10.5M | 7.62% | 4 |
|
|
2022
Q4 | $5.09M | Buy |
+366,768
| New | +$5.09M | 4.62% | 9 |
|
|
2021
Q4 | $4.87M | Buy |
+237,888
| New | +$4.87M | 4.48% | 7 |
|