Lloyd 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
Q1 | – | Sell |
-66,760
| Closed | -$1.86M | – | 112 |
|
|
2024
Q4 | $1.86M | Buy |
66,760
+752
| +1% | +$21K | 0.88% | 20 |
|
|
2024
Q3 | $1.72M | Sell |
66,008
-6,516
| -9% | -$170K | 0.83% | 23 |
|
|
2024
Q2 | $1.83M | Buy |
+72,524
| New | +$1.83M | 0.86% | 22 |
|
|
2024
Q1 | – | Sell |
-92,488
| Closed | -$1.92M | – | 169 |
|
|
2023
Q4 | $1.92M | Buy |
+92,488
| New | +$1.92M | 0.91% | 24 |
|
|
2022
Q2 | – | Sell |
-64
| Closed | -$1K | – | 479 |
|
|
2022
Q1 | $1K | Sell |
64
-2,480
| -97% | -$38.8K | ﹤0.01% | 579 |
|
|
2021
Q4 | $52K | Buy |
2,544
+280
| +12% | +$5.72K | 0.02% | 202 |
|
|
2021
Q3 | $42K | Sell |
2,264
-176,104
| -99% | -$3.27M | 0.02% | 176 |
|
|
2021
Q2 | $3.25M | Buy |
+178,368
| New | +$3.25M | 1.64% | 16 |
|
|
2020
Q4 | – | Sell |
-216
| Closed | -$3K | – | 383 |
|
|
2020
Q3 | $3K | Buy |
+216
| New | +$3K | ﹤0.01% | 268 |
|
|
2020
Q2 | – | Sell |
-224
| Closed | -$2K | – | 341 |
|
|
2020
Q1 | $2K | Buy |
+224
| New | +$2K | ﹤0.01% | 227 |
|