KPP Advisory Services’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 | $3.72M | Buy |
127,373
+1,193
| +0.9% | +$34.8K | 0.61% | 39 |
|
|
2025
Q1 | $3.16M | Buy |
126,180
+5,992
| +5% | +$150K | 0.6% | 43 |
|
|
2024
Q4 | $3.35M | Buy |
120,188
+752
| +0.6% | +$21K | 0.79% | 30 |
|
|
2024
Q3 | $3.11M | Sell |
119,436
-1,100
| -0.9% | -$28.6K | 0.75% | 31 |
|
|
2024
Q2 | $3.04M | Buy |
120,536
+3,232
| +3% | +$81.5K | 0.81% | 30 |
|
|
2024
Q1 | $2.72M | Buy |
+117,304
| New | +$2.72M | 0.75% | 32 |
|
|
2023
Q4 | – | Sell |
-110,076
| Closed | -$2M | – | 195 |
|
|
2023
Q3 | $2M | Buy |
+110,076
| New | +$2M | 0.66% | 35 |
|