Key Financial Inc’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 | $36K | Buy |
1,233
+737
| +149% | +$21.5K | 0.01% | 562 |
|
|
2025
Q1 | $12.4K | Hold |
496
| – | – | ﹤0.01% | 767 |
|
|
2024
Q4 | $13.8K | Hold |
496
| – | – | ﹤0.01% | 745 |
|
|
2024
Q3 | $12.9K | Hold |
496
| – | – | ﹤0.01% | 733 |
|
|
2024
Q2 | $12.5K | Buy |
496
+96
| +24% | +$2.42K | ﹤0.01% | 721 |
|
|
2024
Q1 | $9.27K | Hold |
400
| – | – | ﹤0.01% | 783 |
|
|
2023
Q4 | $8.3K | Hold |
400
| – | – | ﹤0.01% | 793 |
|
|
2023
Q3 | $7.27K | Hold |
400
| – | – | ﹤0.01% | 807 |
|
|
2023
Q2 | $7.5K | Hold |
400
| – | – | ﹤0.01% | 804 |
|
|
2023
Q1 | $6.52K | Hold |
400
| – | – | ﹤0.01% | 767 |
|
|
2022
Q4 | $5.58K | Hold |
400
| – | – | ﹤0.01% | 770 |
|
|
2022
Q3 | $6K | Buy |
+400
| New | +$6K | ﹤0.01% | 764 |
|