LongView 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 | $1.19M | Sell |
40,788
-141,455
| -78% | -$4.13M | 0.36% | 62 |
|
|
2025
Q1 | $4.56M | Buy |
182,243
+27,164
| +18% | +$680K | 1.37% | 18 |
|
|
2024
Q4 | $4.32M | Buy |
155,079
+11,007
| +8% | +$307K | 1.32% | 19 |
|
|
2024
Q3 | $3.75M | Buy |
144,072
+20,392
| +16% | +$531K | 1.2% | 20 |
|
|
2024
Q2 | $3.12M | Sell |
123,680
-9,268
| -7% | -$234K | 1.15% | 22 |
|
|
2024
Q1 | $3.08M | Buy |
132,948
+8,452
| +7% | +$196K | 1.22% | 22 |
|
|
2023
Q4 | $2.57M | Buy |
+124,496
| New | +$2.57M | 1.15% | 21 |
|