KFA Private Wealth 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 | $365K | Buy |
12,479
+2
| +0% | +$58 | 0.11% | 89 |
|
|
2025
Q1 | $312K | Buy |
12,477
+4
| +0% | +$100 | 0.11% | 82 |
|
|
2024
Q4 | $348K | Buy |
12,473
+1
| +0% | +$28 | 0.15% | 64 |
|
|
2024
Q3 | $325K | Sell |
12,472
-3,868
| -24% | -$101K | 0.16% | 61 |
|
|
2024
Q2 | $412K | Sell |
16,340
-788
| -5% | -$19.9K | 0.21% | 48 |
|
|
2024
Q1 | $397K | Buy |
+17,128
| New | +$397K | 0.12% | 72 |
|