Murphy Middleton Hinkle & Parker’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 | $7.07M | Hold |
282,250
| – | – | 3.96% | 1 |
|
|
2025
Q1 | $7.07M | Buy |
282,250
+10,610
| +4% | +$266K | 3.96% | 1 |
|
|
2024
Q4 | $7.57M | Buy |
271,640
+35,924
| +15% | +$1M | 4.28% | 1 |
|
|
2024
Q3 | $6.14M | Buy |
235,716
+4,024
| +2% | +$105K | 3.31% | 3 |
|
|
2024
Q2 | $5.84M | Buy |
231,692
+16,456
| +8% | +$415K | 3.4% | 2 |
|
|
2024
Q1 | $4.99M | Buy |
215,236
+35,404
| +20% | +$821K | 2.9% | 4 |
|
|
2023
Q4 | $3.73M | Buy |
179,832
+1,644
| +0.9% | +$34.1K | 2.3% | 10 |
|
|
2023
Q3 | $3.24M | Buy |
178,188
+28
| +0% | +$509 | 2.08% | 12 |
|
|
2023
Q2 | $3.34M | Buy |
178,160
+520
| +0.3% | +$9.74K | 2.09% | 11 |
|
|
2023
Q1 | $2.89M | Sell |
177,640
-5,032
| -3% | -$82K | 1.8% | 15 |
|
|
2022
Q4 | $2.54M | Buy |
182,672
+10,928
| +6% | +$152K | 1.59% | 19 |
|
|
2022
Q3 | $2.4M | Buy |
171,744
+5,796
| +3% | +$80.9K | 1.67% | 17 |
|
|
2022
Q2 | $2.41M | Buy |
165,948
+2,972
| +2% | +$43.1K | 1.56% | 21 |
|
|
2022
Q1 | $3.05M | Buy |
162,976
+10,272
| +7% | +$192K | 1.64% | 15 |
|
|
2021
Q4 | $3.13M | Buy |
152,704
+5,472
| +4% | +$112K | 1.67% | 14 |
|
|
2021
Q3 | $2.73M | Buy |
147,232
+6,360
| +5% | +$118K | 1.58% | 16 |
|
|
2021
Q2 | $2.57M | Buy |
140,872
+22,456
| +19% | +$410K | 1.43% | 20 |
|
|
2021
Q1 | $1.92M | Buy |
118,416
+30,048
| +34% | +$487K | 1.12% | 30 |
|
|
2020
Q4 | $1.42M | Buy |
88,368
+11,424
| +15% | +$183K | 0.94% | 39 |
|
|
2020
Q3 | $1.11M | Buy |
76,944
+1,496
| +2% | +$21.5K | 0.81% | 45 |
|
|
2020
Q2 | $958K | Buy |
75,448
+28,864
| +62% | +$367K | 0.71% | 52 |
|
|
2020
Q1 | $464K | Buy |
46,584
+7,952
| +21% | +$79.2K | 0.41% | 74 |
|
|
2019
Q4 | $449K | Buy |
38,632
+7,848
| +25% | +$91.2K | 0.3% | 87 |
|
|
2019
Q3 | $323K | Buy |
30,784
+1,616
| +6% | +$17K | 0.23% | 98 |
|
|
2019
Q2 | $303K | Buy |
+29,168
| New | +$303K | 0.22% | 106 |
|