Moisand Fitzgerald Tamayo’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 | $38.1K | Hold |
1,304
| – | – | ﹤0.01% | 222 |
|
|
2025
Q1 | $32.7K | Hold |
1,304
| – | – | ﹤0.01% | 226 |
|
|
2024
Q4 | $36.3K | Hold |
1,304
| – | – | 0.01% | 221 |
|
|
2024
Q3 | $34K | Sell |
1,304
-492
| -27% | -$12.8K | ﹤0.01% | 227 |
|
|
2024
Q2 | $45.3K | Buy |
1,796
+492
| +38% | +$12.4K | 0.01% | 189 |
|
|
2024
Q1 | $30.2K | Hold |
1,304
| – | – | ﹤0.01% | 208 |
|
|
2023
Q4 | $27K | Hold |
1,304
| – | – | ﹤0.01% | 226 |
|
|
2023
Q3 | $23.7K | Hold |
1,304
| – | – | 0.01% | 244 |
|
|
2023
Q2 | $24.4K | Buy |
+1,304
| New | +$24.4K | 0.01% | 233 |
|