Kingsview 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 | $14.5M | Buy |
496,204
+33,435
| +7% | +$977K | 0.25% | 71 |
|
|
2025
Q1 | $11.6M | Buy |
462,769
+41,128
| +10% | +$1.03M | 0.22% | 89 |
|
|
2024
Q4 | $11.8M | Buy |
421,641
+57,821
| +16% | +$1.61M | 0.23% | 80 |
|
|
2024
Q3 | $9.48M | Buy |
363,820
+57,712
| +19% | +$1.5M | 0.2% | 96 |
|
|
2024
Q2 | $7.72M | Buy |
306,108
+22,596
| +8% | +$570K | 0.18% | 124 |
|
|
2024
Q1 | $6.57M | Buy |
283,512
+36,200
| +15% | +$839K | 0.16% | 138 |
|
|
2023
Q4 | $5.13M | Buy |
247,312
+7,336
| +3% | +$152K | 0.15% | 152 |
|
|
2023
Q3 | $4.36M | Buy |
239,976
+62,140
| +35% | +$1.13M | 0.16% | 154 |
|
|
2023
Q2 | $3.33M | Sell |
177,836
-28,140
| -14% | -$527K | 0.13% | 170 |
|
|
2023
Q1 | $3.36M | Sell |
205,976
-13,388
| -6% | -$218K | 0.14% | 164 |
|
|
2022
Q4 | $3.05M | Sell |
219,364
-8,008
| -4% | -$111K | 0.13% | 181 |
|
|
2022
Q3 | $3.17M | Sell |
227,372
-6,964
| -3% | -$97.2K | 0.15% | 155 |
|
|
2022
Q2 | $3.4M | Buy |
234,336
+352
| +0.2% | +$5.1K | 0.16% | 146 |
|
|
2022
Q1 | $4.38M | Buy |
233,984
+12,880
| +6% | +$241K | 0.19% | 124 |
|
|
2021
Q4 | $4.53M | Sell |
221,104
-752
| -0.3% | -$15.4K | 0.19% | 119 |
|
|
2021
Q3 | $4.11M | Buy |
221,856
+27,456
| +14% | +$508K | 0.19% | 119 |
|
|
2021
Q2 | $3.56M | Sell |
194,400
-15,624
| -7% | -$286K | 0.18% | 131 |
|
|
2021
Q1 | $3.47M | Sell |
210,024
-18,528
| -8% | -$306K | 0.2% | 119 |
|
|
2020
Q4 | $3.67M | Sell |
228,552
-14,832
| -6% | -$238K | 0.27% | 91 |
|
|
2020
Q3 | $3.5M | Sell |
243,384
-14,624
| -6% | -$211K | 0.31% | 78 |
|
|
2020
Q2 | $3.28M | Sell |
258,008
-354,208
| -58% | -$4.5M | 0.33% | 76 |
|
|
2020
Q1 | $6.1M | Buy |
612,216
+4,640
| +0.8% | +$46.2K | 0.82% | 24 |
|
|
2019
Q4 | $7.06M | Buy |
607,576
+122,320
| +25% | +$1.42M | 0.88% | 16 |
|
|
2019
Q3 | $5.1M | Buy |
485,256
+67,648
| +16% | +$710K | 0.8% | 24 |
|
|
2019
Q2 | $4.34M | Sell |
417,608
-1,193,136
| -74% | -$12.4M | 0.73% | 31 |
|
|
2019
Q1 | $16M | Buy |
1,610,744
+960
| +0.1% | +$9.53K | 2.43% | 3 |
|
|
2018
Q4 | $13.9M | Buy |
1,609,784
+163,552
| +11% | +$1.41M | 3.03% | 1 |
|
|
2018
Q3 | $14.8M | Buy |
1,446,232
+149,840
| +12% | +$1.54M | 3.01% | 1 |
|
|
2018
Q2 | $12.3M | Buy |
1,296,392
+517,144
| +66% | +$4.9M | 2.93% | 1 |
|
|
2018
Q1 | $6.99M | Buy |
779,248
+101,832
| +15% | +$913K | 1.74% | 6 |
|
|
2017
Q4 | $5.99M | Buy |
677,416
+305,496
| +82% | +$2.7M | 2.14% | 2 |
|
|
2017
Q3 | $3.07M | Buy |
371,920
+119,056
| +47% | +$983K | 1.35% | 12 |
|
|
2017
Q2 | $2M | Buy |
252,864
+87,184
| +53% | +$689K | 1.03% | 19 |
|
|
2017
Q1 | $1.25M | Buy |
+165,680
| New | +$1.25M | 0.74% | 35 |
|