LRI Investments’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 | $13.1K | Hold |
448
| – | – | ﹤0.01% | 788 |
|
|
2025
Q1 | $11.2K | Hold |
448
| – | – | ﹤0.01% | 777 |
|
|
2024
Q4 | $12.5K | Sell |
448
-1,344
| -75% | -$37.5K | ﹤0.01% | 744 |
|
|
2024
Q3 | $12.3K | Buy |
1,792
+1,344
| +300% | +$9.25K | ﹤0.01% | 746 |
|
|
2024
Q2 | $11.3K | Hold |
448
| – | – | ﹤0.01% | 726 |
|
|
2024
Q1 | $10.4K | Buy |
+448
| New | +$10.4K | ﹤0.01% | 501 |
|