Mitchell Sinkler & Starr’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 | $635K | Buy |
21,727
+240
| +1% | +$7.01K | 0.3% | 78 |
|
|
2025
Q1 | $538K | Buy |
21,487
+2,820
| +15% | +$70.6K | 0.15% | 99 |
|
|
2024
Q4 | $520K | Buy |
18,667
+2,735
| +17% | +$76.2K | 0.14% | 101 |
|
|
2024
Q3 | $415K | Buy |
15,932
+2,160
| +16% | +$56.3K | 0.1% | 115 |
|
|
2024
Q2 | $348K | Buy |
13,772
+1,160
| +9% | +$29.3K | 0.09% | 117 |
|
|
2024
Q1 | $292K | Sell |
12,612
-7,868
| -38% | -$182K | 0.07% | 136 |
|
|
2023
Q4 | $425K | Buy |
+20,480
| New | +$425K | 0.08% | 139 |
|
|
2023
Q3 | – | Sell |
-18,092
| Closed | -$339K | – | 127 |
|
|
2023
Q2 | $339K | Buy |
18,092
+1,620
| +10% | +$30.4K | 0.1% | 114 |
|
|
2023
Q1 | $268K | Buy |
+16,472
| New | +$268K | 0.08% | 126 |
|
|
2022
Q2 | – | Sell |
-13,600
| Closed | -$254K | – | 120 |
|
|
2022
Q1 | $254K | Sell |
13,600
-2,664
| -16% | -$49.8K | 0.08% | 107 |
|
|
2021
Q4 | $333K | Hold |
16,264
| – | – | 0.1% | 99 |
|
|
2021
Q3 | $301K | Buy |
16,264
+1,320
| +9% | +$24.4K | 0.27% | 86 |
|
|
2021
Q2 | $273K | Buy |
+14,944
| New | +$273K | 0.25% | 90 |
|