Marcum 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
Q1 | $465K | Buy |
18,560
+208
| +1% | +$5.21K | 0.04% | 200 |
|
|
2024
Q4 | $511K | Sell |
18,352
-376
| -2% | -$10.5K | 0.04% | 192 |
|
|
2024
Q3 | $488K | Sell |
18,728
-7,372
| -28% | -$192K | 0.05% | 203 |
|
|
2024
Q2 | $658K | Buy |
26,100
+7,748
| +42% | +$195K | 0.07% | 149 |
|
|
2024
Q1 | $425K | Buy |
18,352
+160
| +0.9% | +$3.71K | 0.04% | 216 |
|
|
2023
Q4 | $377K | Hold |
18,192
| – | – | 0.04% | 219 |
|
|
2023
Q3 | $331K | Sell |
18,192
-972
| -5% | -$17.7K | 0.04% | 224 |
|
|
2023
Q2 | $359K | Hold |
19,164
| – | – | 0.04% | 219 |
|
|
2023
Q1 | $312K | Hold |
19,164
| – | – | 0.04% | 237 |
|
|
2022
Q4 | $266K | Buy |
+19,164
| New | +$266K | 0.04% | 261 |
|