Moneywise Inc’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 | $501K | Buy |
17,168
+1
| +0% | +$29 | 0.24% | 53 |
|
|
2025
Q1 | $430K | Buy |
17,167
+2
| +0% | +$50 | 0.23% | 46 |
|
|
2024
Q4 | $478K | Buy |
17,165
+1
| +0% | +$28 | 0.24% | 40 |
|
|
2024
Q3 | $447K | Sell |
17,164
-48
| -0.3% | -$1.25K | 0.22% | 47 |
|
|
2024
Q2 | $434K | Hold |
17,212
| – | – | 0.23% | 46 |
|
|
2024
Q1 | $399K | Buy |
17,212
+16
| +0.1% | +$371 | 0.22% | 45 |
|
|
2023
Q4 | $357K | Sell |
17,196
-844
| -5% | -$17.5K | 0.2% | 39 |
|
|
2023
Q3 | $328K | Buy |
18,040
+12
| +0.1% | +$218 | 0.21% | 38 |
|
|
2023
Q2 | $338K | Sell |
18,028
-376
| -2% | -$7.05K | 0.21% | 39 |
|
|
2023
Q1 | $300K | Sell |
18,404
-60
| -0.3% | -$977 | 0.19% | 39 |
|
|
2022
Q4 | $256K | Buy |
18,464
+16
| +0.1% | +$222 | 0.19% | 42 |
|
|
2022
Q3 | $257K | Buy |
18,448
+16
| +0.1% | +$223 | 0.21% | 42 |
|
|
2022
Q2 | $267K | Buy |
18,432
+12
| +0.1% | +$174 | 0.21% | 42 |
|
|
2022
Q1 | $345K | Sell |
18,420
-2,364
| -11% | -$44.3K | 0.23% | 34 |
|
|
2021
Q4 | $425K | Sell |
20,784
-2,328
| -10% | -$47.6K | 0.27% | 34 |
|
|
2021
Q3 | $428K | Buy |
23,112
+1,168
| +5% | +$21.6K | 0.28% | 32 |
|
|
2021
Q2 | $400K | Buy |
21,944
+8
| +0% | +$146 | 0.27% | 37 |
|
|
2021
Q1 | $356K | Sell |
21,936
-1,280
| -6% | -$20.8K | 0.24% | 39 |
|
|
2020
Q4 | $373K | Buy |
23,216
+8
| +0% | +$129 | 0.27% | 35 |
|
|
2020
Q3 | $334K | Buy |
23,208
+16
| +0.1% | +$230 | 0.27% | 35 |
|
|
2020
Q2 | $294K | Sell |
23,192
-2,024
| -8% | -$25.7K | 0.24% | 37 |
|
|
2020
Q1 | $251K | Sell |
25,216
-1,672
| -6% | -$16.6K | 0.22% | 37 |
|
|
2019
Q4 | $282K | Sell |
26,888
-2,704
| -9% | -$28.4K | 0.21% | 29 |
|
|
2019
Q3 | $311K | Sell |
29,592
-504
| -2% | -$5.3K | 0.25% | 27 |
|
|
2019
Q2 | $313K | Sell |
30,096
-344
| -1% | -$3.58K | 0.24% | 29 |
|
|
2019
Q1 | $273K | Sell |
30,440
-112
| -0.4% | -$1K | 0.23% | 31 |
|
|
2018
Q4 | $263K | Buy |
30,552
+80
| +0.3% | +$689 | 0.25% | 30 |
|
|
2018
Q3 | $312K | Buy |
30,472
+32
| +0.1% | +$328 | 0.26% | 30 |
|
|
2018
Q2 | $288K | Hold |
30,440
| – | – | 0.25% | 32 |
|
|
2018
Q1 | $273K | Sell |
30,440
-4,056
| -12% | -$36.4K | 0.23% | 31 |
|
|
2017
Q4 | $305K | Sell |
34,496
-1,136
| -3% | -$10K | 0.23% | 28 |
|
|
2017
Q3 | $294K | Sell |
35,632
-6,936
| -16% | -$57.2K | 0.23% | 27 |
|
|
2017
Q2 | $336K | Sell |
42,568
-2,344
| -5% | -$18.5K | 0.29% | 26 |
|
|
2017
Q1 | $340K | Sell |
44,912
-1,344
| -3% | -$10.2K | 0.31% | 23 |
|
|
2016
Q4 | $323K | Buy |
46,256
+5,352
| +13% | +$37.4K | 0.32% | 23 |
|
|
2016
Q3 | $284K | Buy |
+40,904
| New | +$284K | 0.3% | 23 |
|