Midwest Financial Group’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 | $2.19M | Buy |
75,056
+2,064
| +3% | +$60.3K | 1.15% | 26 |
|
|
2025
Q1 | $1.83M | Buy |
72,992
+10,101
| +16% | +$253K | 1.06% | 30 |
|
|
2024
Q4 | $1.75M | Buy |
62,891
+23,095
| +58% | +$644K | 1.01% | 30 |
|
|
2024
Q3 | $1.04M | Buy |
39,796
+2,384
| +6% | +$62.1K | 0.61% | 39 |
|
|
2024
Q2 | $943K | Buy |
37,412
+6,164
| +20% | +$155K | 0.6% | 42 |
|
|
2024
Q1 | $724K | Buy |
31,248
+2,148
| +7% | +$49.8K | 0.49% | 56 |
|
|
2023
Q4 | $604K | Buy |
29,100
+2,264
| +8% | +$47K | 0.45% | 60 |
|
|
2023
Q3 | $488K | Buy |
26,836
+808
| +3% | +$14.7K | 0.41% | 63 |
|
|
2023
Q2 | $488K | Buy |
26,028
+2,624
| +11% | +$49.2K | 0.41% | 63 |
|
|
2023
Q1 | $381K | Buy |
+23,404
| New | +$381K | 0.35% | 67 |
|