MeadowBrook Investment Advisors’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 | $30.5K | Sell |
1,044
-200
| -16% | -$5.84K | 0.03% | 213 |
|
|
2025
Q1 | $31.2K | Hold |
1,244
| – | – | 0.03% | 201 |
|
|
2024
Q4 | $34.7K | Hold |
1,244
| – | – | 0.03% | 201 |
|
|
2024
Q3 | $32.4K | Hold |
1,244
| – | – | 0.03% | 195 |
|
|
2024
Q2 | $31.4K | Hold |
1,244
| – | – | 0.03% | 193 |
|
|
2024
Q1 | $28.8K | Buy |
1,244
+20
| +2% | +$464 | 0.03% | 199 |
|
|
2023
Q4 | $25.4K | Buy |
+1,224
| New | +$25.4K | 0.02% | 206 |
|