Matthew Hamilton Rosenberg’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 | $19.2K | Hold |
657
| – | – | ﹤0.01% | 568 |
|
|
2025
Q1 | $16.5K | Hold |
657
| – | – | ﹤0.01% | 566 |
|
|
2024
Q4 | $18.3K | Buy |
+657
| New | +$18.3K | ﹤0.01% | 549 |
|
|
2022
Q2 | – | Sell |
-16,512
| Closed | -$309K | – | 808 |
|
|
2022
Q1 | $309K | Hold |
16,512
| – | – | 0.11% | 114 |
|
|
2021
Q4 | $338K | Hold |
16,512
| – | – | 0.12% | 103 |
|
|
2021
Q3 | $306K | Hold |
16,512
| – | – | 0.12% | 108 |
|
|
2021
Q2 | $301K | Hold |
16,512
| – | – | 0.16% | 78 |
|
|
2021
Q1 | $268K | Hold |
16,512
| – | – | 0.15% | 87 |
|
|
2020
Q4 | $265K | Hold |
16,512
| – | – | 0.17% | 73 |
|
|
2020
Q3 | $238K | Hold |
16,512
| – | – | 0.17% | 75 |
|
|
2020
Q2 | $210K | Hold |
16,512
| – | – | 0.17% | 78 |
|
|
2020
Q1 | $165K | Buy |
+16,512
| New | +$165K | 0.16% | 66 |
|