Money Concepts Capital’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 | $5.4M | Buy |
184,773
+65,944
| +55% | +$1.93M | 0.36% | 57 |
|
|
2025
Q1 | $2.98M | Buy |
118,829
+6,853
| +6% | +$172K | 0.22% | 99 |
|
|
2024
Q4 | $3.12M | Buy |
111,976
+4,108
| +4% | +$114K | 0.23% | 97 |
|
|
2024
Q3 | $2.81M | Buy |
107,868
+3,392
| +3% | +$88.3K | 0.21% | 106 |
|
|
2024
Q2 | $2.63M | Sell |
104,476
-64
| -0.1% | -$1.61K | 0.22% | 109 |
|
|
2024
Q1 | $2.42M | Buy |
104,540
+8,492
| +9% | +$197K | 0.22% | 124 |
|
|
2023
Q4 | $1.99M | Buy |
96,048
+4,124
| +4% | +$85.5K | 0.18% | 135 |
|
|
2023
Q3 | $1.67M | Buy |
91,924
+4,584
| +5% | +$83.3K | 0.18% | 146 |
|
|
2023
Q2 | $1.64M | Sell |
87,340
-43,488
| -33% | -$815K | 0.17% | 144 |
|
|
2023
Q1 | $265K | Buy |
130,828
+7,692
| +6% | +$15.6K | 0.01% | 369 |
|
|
2022
Q4 | $1.71M | Buy |
123,136
+28,016
| +29% | +$389K | 0.08% | 204 |
|
|
2022
Q3 | $1.33M | Sell |
95,120
-10,368
| -10% | -$145K | 0.08% | 201 |
|
|
2022
Q2 | $1.55M | Sell |
105,488
-4,728
| -4% | -$69.3K | 0.14% | 160 |
|
|
2022
Q1 | $2.06M | Buy |
110,216
+11,904
| +12% | +$223K | 0.12% | 187 |
|
|
2021
Q4 | $2.01M | Buy |
+98,312
| New | +$2.01M | 0.17% | 137 |
|
|
2021
Q1 | $12.5M | Buy |
768,936
+589,048
| +327% | +$9.56M | 1% | 21 |
|
|
2020
Q4 | $2.89M | Buy |
+179,888
| New | +$2.89M | 0.27% | 93 |
|