Maia Wealth’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 | $801K | Sell |
27,435
-2,032
| -7% | -$59.4K | 0.15% | 150 |
|
|
2025
Q1 | $723K | Buy |
29,467
+1,464
| +5% | +$35.9K | 0.16% | 141 |
|
|
2024
Q4 | $785K | Sell |
28,003
-32,413
| -54% | -$909K | 0.17% | 120 |
|
|
2024
Q3 | $399K | Buy |
60,416
+43,364
| +254% | +$287K | 0.1% | 164 |
|
|
2024
Q2 | $445K | Buy |
+17,052
| New | +$445K | 0.13% | 130 |
|