MidAtlantic Capital Management’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 | $1.71M | Buy |
58,567
+6,381
| +12% | +$186K | 1.21% | 23 |
|
|
2025
Q1 | $1.31M | Sell |
52,186
-74
| -0.1% | -$1.85K | 1.03% | 24 |
|
|
2024
Q4 | $1.46M | Sell |
52,260
-64,384
| -55% | -$1.79M | 1.07% | 22 |
|
|
2024
Q3 | $3.04M | Buy |
116,644
+5,052
| +5% | +$132K | 2.22% | 14 |
|
|
2024
Q2 | $2.81M | Buy |
111,592
+7,488
| +7% | +$189K | 2.36% | 13 |
|
|
2024
Q1 | $2.41M | Buy |
104,104
+4
| +0% | +$93 | 2.12% | 13 |
|
|
2023
Q4 | $2.16M | Buy |
+104,100
| New | +$2.16M | 2.1% | 13 |
|