Morton Brown Family Wealth’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 | $274K | Hold |
9,376
| – | – | 0.08% | 50 |
|
|
2025
Q1 | $235K | Hold |
9,376
| – | – | 0.08% | 49 |
|
|
2024
Q4 | $261K | Hold |
9,376
| – | – | 0.09% | 50 |
|
|
2024
Q3 | $244K | Hold |
9,376
| – | – | 0.09% | 50 |
|
|
2024
Q2 | $237K | Buy |
9,376
+836
| +10% | +$21.1K | 0.09% | 51 |
|
|
2024
Q1 | $198K | Hold |
8,540
| – | – | 0.08% | 52 |
|
|
2023
Q4 | $177K | Buy |
8,540
+7,668
| +879% | +$159K | 0.08% | 54 |
|
|
2023
Q3 | $15.9K | Hold |
872
| – | – | 0.01% | 114 |
|
|
2023
Q2 | $16.3K | Hold |
872
| – | – | 0.01% | 107 |
|
|
2023
Q1 | $14.2K | Hold |
872
| – | – | 0.01% | 115 |
|
|
2022
Q4 | $12.1K | Hold |
872
| – | – | 0.01% | 107 |
|
|
2022
Q3 | $12K | Hold |
872
| – | – | 0.01% | 102 |
|
|
2022
Q2 | $13K | Buy |
+872
| New | +$13K | 0.01% | 104 |
|