Mission Creek 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 | $334K | Hold |
13,652
| – | – | 0.07% | 161 |
|
|
2025
Q1 | $287K | Hold |
13,652
| – | – | 0.07% | 169 |
|
|
2024
Q4 | $319K | Buy |
13,652
+2,292
| +20% | +$53.5K | 0.07% | 188 |
|
|
2024
Q3 | $296K | Hold |
11,360
| – | – | 0.07% | 189 |
|
|
2024
Q2 | $286K | Sell |
11,360
-1,536
| -12% | -$38.7K | 0.07% | 178 |
|
|
2024
Q1 | $299K | Hold |
12,896
| – | – | 0.08% | 204 |
|
|
2023
Q4 | $267K | Hold |
12,896
| – | – | 0.07% | 203 |
|
|
2023
Q3 | $234K | Hold |
12,896
| – | – | 0.08% | 198 |
|
|
2023
Q2 | $242K | Hold |
12,896
| – | – | 0.08% | 205 |
|
|
2023
Q1 | $210K | Buy |
+12,896
| New | +$210K | 0.07% | 218 |
|
|
2022
Q2 | – | Sell |
-11,360
| Closed | -$212K | – | 226 |
|
|
2022
Q1 | $212K | Hold |
11,360
| – | – | 0.06% | 220 |
|
|
2021
Q4 | $233K | Hold |
11,360
| – | – | 0.05% | 228 |
|
|
2021
Q3 | $210K | Hold |
11,360
| – | – | 0.04% | 238 |
|
|
2021
Q2 | $207K | Buy |
+11,360
| New | +$207K | 0.03% | 227 |
|