Mirador Capital 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 | $239K | Hold |
8,176
| – | – | 0.04% | 186 |
|
|
2025
Q1 | $205K | Buy |
8,176
+1
| +0% | +$25 | 0.04% | 189 |
|
|
2024
Q4 | $228K | Sell |
8,175
-101
| -1% | -$2.82K | 0.04% | 182 |
|
|
2024
Q3 | $216K | Sell |
8,276
-700
| -8% | -$18.2K | 0.04% | 185 |
|
|
2024
Q2 | $226K | Sell |
8,976
-248
| -3% | -$6.25K | 0.04% | 177 |
|
|
2024
Q1 | $214K | Buy |
+9,224
| New | +$214K | 0.04% | 181 |
|
|
2022
Q2 | – | Sell |
-11,080
| Closed | -$207K | – | 198 |
|
|
2022
Q1 | $207K | Buy |
11,080
+520
| +5% | +$9.72K | 0.04% | 195 |
|
|
2021
Q4 | $216K | Buy |
+10,560
| New | +$216K | 0.05% | 202 |
|
|
2020
Q3 | – | Sell |
-24,392
| Closed | -$310K | – | 173 |
|
|
2020
Q2 | $310K | Sell |
24,392
-808
| -3% | -$10.3K | 0.12% | 118 |
|
|
2020
Q1 | $287K | Sell |
25,200
-312
| -1% | -$3.55K | 0.12% | 112 |
|
|
2019
Q4 | $296K | Buy |
25,512
+2,176
| +9% | +$25.2K | 0.12% | 146 |
|
|
2019
Q3 | $245K | Sell |
23,336
-248
| -1% | -$2.6K | 0.11% | 151 |
|
|
2019
Q2 | $245K | Sell |
23,584
-536
| -2% | -$5.57K | 0.12% | 135 |
|
|
2019
Q1 | $240K | Buy |
+24,120
| New | +$240K | 0.13% | 127 |
|
|
2018
Q4 | – | Sell |
-21,544
| Closed | -$221K | – | 149 |
|
|
2018
Q3 | $221K | Buy |
+21,544
| New | +$221K | 0.11% | 146 |
|