McDonald Partners’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 | $310K | Hold |
10,600
| – | – | 0.07% | 209 |
|
|
2025
Q1 | $265K | Hold |
10,600
| – | – | 0.07% | 211 |
|
|
2024
Q4 | $295K | Hold |
10,600
| – | – | 0.08% | 200 |
|
|
2024
Q3 | $276K | Hold |
10,600
| – | – | 0.07% | 206 |
|
|
2024
Q2 | $267K | Hold |
10,600
| – | – | 0.07% | 208 |
|
|
2024
Q1 | $246K | Hold |
10,600
| – | – | 0.07% | 216 |
|
|
2023
Q4 | $220K | Buy |
+10,600
| New | +$220K | 0.07% | 216 |
|
|
2023
Q3 | – | Sell |
-15,104
| Closed | -$283K | – | 240 |
|
|
2023
Q2 | $283K | Buy |
+15,104
| New | +$283K | 0.09% | 202 |
|