Kessler Investment 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 | $6.78K | Hold |
232
| – | – | ﹤0.01% | 148 |
|
|
2025
Q1 | $5.81K | Buy |
+232
| New | +$5.81K | ﹤0.01% | 159 |
|
|
2024
Q4 | – | Sell |
-48
| Closed | -$1.25K | – | 190 |
|
|
2024
Q3 | $1.25K | Hold |
48
| – | – | ﹤0.01% | 160 |
|
|
2024
Q2 | $1.21K | Hold |
48
| – | – | ﹤0.01% | 168 |
|
|
2024
Q1 | $1.11K | Buy |
+48
| New | +$1.11K | ﹤0.01% | 162 |
|
|
2022
Q1 | – | Sell |
-1,592
| Closed | -$33K | – | 196 |
|
|
2021
Q4 | $33K | Buy |
+1,592
| New | +$33K | 0.02% | 110 |
|