MSH Capital 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 | $8.52M | Buy |
291,723
+26,452
| +10% | +$773K | 2.46% | 3 |
|
|
2025
Q1 | $6.64M | Buy |
265,271
+34,903
| +15% | +$874K | 2.05% | 8 |
|
|
2024
Q4 | $6.42M | Buy |
230,368
+13,772
| +6% | +$384K | 2.02% | 8 |
|
|
2024
Q3 | $5.64M | Buy |
216,596
+17,636
| +9% | +$459K | 1.73% | 11 |
|
|
2024
Q2 | $5.02M | Buy |
198,960
+23,652
| +13% | +$596K | 1.68% | 12 |
|
|
2024
Q1 | $4.06M | Buy |
175,308
+33,468
| +24% | +$776K | 1.43% | 17 |
|
|
2023
Q4 | $2.94M | Buy |
141,840
+24,272
| +21% | +$503K | 1.1% | 21 |
|
|
2023
Q3 | $2.14M | Buy |
117,568
+13,412
| +13% | +$244K | 0.84% | 34 |
|
|
2023
Q2 | $1.95M | Buy |
104,156
+3,116
| +3% | +$58.4K | 0.72% | 47 |
|
|
2023
Q1 | $1.65M | Buy |
101,040
+4,184
| +4% | +$68.2K | 0.7% | 46 |
|
|
2022
Q4 | $1.35M | Buy |
96,856
+6,640
| +7% | +$92.2K | 0.61% | 59 |
|
|
2022
Q3 | $1.26M | Buy |
90,216
+14,104
| +19% | +$197K | 0.62% | 58 |
|
|
2022
Q2 | $1.1M | Buy |
76,112
+16,432
| +28% | +$238K | 0.51% | 69 |
|
|
2022
Q1 | $1.12M | Buy |
59,680
+9,680
| +19% | +$181K | 0.46% | 73 |
|
|
2021
Q4 | $1.02M | Buy |
+50,000
| New | +$1.02M | 0.46% | 71 |
|