MLA
My Legacy Advisors’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $476K | Buy |
16,174
+4,067
| +34% | +$120K | 0.17% | 142 |
|
|
2025
Q1 | $303K | Sell |
12,107
-4,457
| -27% | -$112K | 0.12% | 171 |
|
|
2024
Q4 | $467K | Buy |
16,564
+12,855
| +347% | +$362K | 0.18% | 137 |
|
|
2024
Q3 | $386K | Sell |
3,709
-6,660
| -64% | -$694K | 0.15% | 154 |
|
|
2024
Q2 | $1.05M | Sell |
10,369
-1,007
| -9% | -$102K | 0.33% | 83 |
|
|
2024
Q1 | $1.05M | Sell |
11,376
-375
| -3% | -$34.8K | 0.35% | 78 |
|
|
2023
Q4 | $983K | Sell |
11,751
-5,366
| -31% | -$449K | 0.35% | 83 |
|
|
2023
Q3 | $1.26M | Sell |
17,117
-653
| -4% | -$47.9K | 0.51% | 51 |
|
|
2023
Q2 | $1.36M | Buy |
17,770
+578
| +3% | +$44.2K | 0.53% | 48 |
|
|
2023
Q1 | $1.11M | Sell |
17,192
-38
| -0.2% | -$2.46K | 0.48% | 68 |
|
|
2022
Q4 | $1.09M | Buy |
17,230
+288
| +2% | +$18.2K | 0.46% | 70 |
|
|
2022
Q3 | $924K | Sell |
16,942
-3,073
| -15% | -$168K | 0.47% | 65 |
|
|
2022
Q2 | $1.2M | Buy |
20,015
+1,715
| +9% | +$103K | 0.6% | 39 |
|
|
2022
Q1 | $1.37M | Buy |
+18,300
| New | +$1.37M | 0.64% | 35 |
|