Lodestar Private Asset 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 | $2.51M | Buy |
85,906
+7,991
| +10% | +$233K | 0.29% | 64 |
|
|
2025
Q1 | $1.95M | Sell |
77,915
-1,912
| -2% | -$47.9K | 0.25% | 69 |
|
|
2024
Q4 | $2.22M | Buy |
79,827
+1,255
| +2% | +$35K | 0.28% | 66 |
|
|
2024
Q3 | $2.05M | Sell |
78,572
-3,592
| -4% | -$93.6K | 0.26% | 70 |
|
|
2024
Q2 | $2.07M | Sell |
82,164
-1,068
| -1% | -$26.9K | 0.29% | 69 |
|
|
2024
Q1 | $1.93M | Buy |
83,232
+2,968
| +4% | +$68.8K | 0.28% | 70 |
|
|
2023
Q4 | $1.66M | Buy |
80,264
+744
| +0.9% | +$15.4K | 0.26% | 76 |
|
|
2023
Q3 | $1.45M | Sell |
79,520
-1,112
| -1% | -$20.2K | 0.25% | 72 |
|
|
2023
Q2 | $1.51M | Sell |
80,632
-3,232
| -4% | -$60.6K | 0.25% | 71 |
|
|
2023
Q1 | $1.37M | Sell |
83,864
-1,044
| -1% | -$17K | 0.24% | 76 |
|
|
2022
Q4 | $1.18M | Buy |
+84,908
| New | +$1.18M | 0.23% | 75 |
|