Mosaic Family Wealth Partners’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 | $520K | Buy |
17,795
+8
| +0% | +$234 | 0.07% | 129 |
|
|
2025
Q1 | $445K | Buy |
17,787
+10
| +0.1% | +$250 | 0.06% | 140 |
|
|
2024
Q4 | $495K | Buy |
17,777
+8,937
| +101% | +$249K | 0.07% | 126 |
|
|
2024
Q3 | $230K | Hold |
8,840
| – | – | 0.03% | 184 |
|
|
2024
Q2 | $223K | Hold |
8,840
| – | – | 0.04% | 182 |
|
|
2024
Q1 | $205K | Buy |
+8,840
| New | +$205K | 0.03% | 198 |
|