LexAurum Advisors’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 | $2.58M | Buy |
88,486
+33,187
| +60% | +$969K | 0.41% | 49 |
|
|
2025
Q1 | $1.38M | Buy |
55,299
+32,236
| +140% | +$807K | 0.27% | 79 |
|
|
2024
Q4 | $643K | Buy |
+23,063
| New | +$643K | 0.13% | 152 |
|
|
2024
Q3 | – | Sell |
-9,668
| Closed | -$244K | – | 322 |
|
|
2024
Q2 | $244K | Sell |
9,668
-20
| -0.2% | -$504 | 0.06% | 253 |
|
|
2024
Q1 | $225K | Sell |
9,688
-200
| -2% | -$4.64K | 0.06% | 270 |
|
|
2023
Q4 | $205K | Buy |
+9,888
| New | +$205K | 0.05% | 276 |
|