MONECO Advisors’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 | $552K | Sell |
18,881
-575
| -3% | -$16.8K | 0.05% | 275 |
|
|
2025
Q1 | $487K | Sell |
19,456
-14,971
| -43% | -$375K | 0.05% | 287 |
|
|
2024
Q4 | $959K | Buy |
34,427
+16,575
| +93% | +$462K | 0.1% | 183 |
|
|
2024
Q3 | $465K | Sell |
17,852
-636
| -3% | -$16.6K | 0.06% | 268 |
|
|
2024
Q2 | $466K | Sell |
18,488
-2,104
| -10% | -$53K | 0.07% | 250 |
|
|
2024
Q1 | $477K | Sell |
20,592
-804
| -4% | -$18.6K | 0.08% | 246 |
|
|
2023
Q4 | $444K | Buy |
21,396
+256
| +1% | +$5.31K | 0.08% | 229 |
|
|
2023
Q3 | $384K | Sell |
21,140
-4,212
| -17% | -$76.6K | 0.1% | 216 |
|
|
2023
Q2 | $475K | Sell |
25,352
-3,892
| -13% | -$72.9K | 0.13% | 180 |
|
|
2023
Q1 | $476K | Sell |
29,244
-2,288
| -7% | -$37.3K | 0.14% | 169 |
|
|
2022
Q4 | $438K | Buy |
31,532
+2,516
| +9% | +$34.9K | 0.16% | 146 |
|
|
2022
Q3 | $405K | Sell |
29,016
-5,348
| -16% | -$74.6K | 0.16% | 145 |
|
|
2022
Q2 | $498K | Buy |
34,364
+12
| +0% | +$174 | 0.19% | 123 |
|
|
2022
Q1 | $643K | Sell |
34,352
-16
| -0% | -$299 | 0.24% | 100 |
|
|
2021
Q4 | $625K | Sell |
34,368
-7,352
| -18% | -$134K | 0.23% | 103 |
|
|
2021
Q3 | $772K | Sell |
41,720
-6,120
| -13% | -$113K | 0.3% | 77 |
|
|
2021
Q2 | $873K | Sell |
47,840
-5,408
| -10% | -$98.7K | 0.4% | 63 |
|
|
2021
Q1 | $864K | Buy |
+53,248
| New | +$864K | 0.42% | 61 |
|