Nabity-Jensen Investment Management’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 | $4.72M | Sell |
161,758
-436
| -0.3% | -$12.7K | 3.49% | 7 |
|
|
2025
Q1 | $4.06M | Sell |
162,194
-195
| -0.1% | -$4.88K | 3.23% | 8 |
|
|
2024
Q4 | $4.53M | Sell |
162,389
-507
| -0.3% | -$14.1K | 3.42% | 7 |
|
|
2024
Q3 | $4.24M | Buy |
162,896
+772
| +0.5% | +$20.1K | 3.25% | 8 |
|
|
2024
Q2 | $4.09M | Buy |
162,124
+600
| +0.4% | +$15.1K | 3.34% | 9 |
|
|
2024
Q1 | $3.74M | Sell |
161,524
-68
| -0% | -$1.58K | 3.08% | 8 |
|
|
2023
Q4 | $3.35M | Buy |
+161,592
| New | +$3.35M | 3.02% | 9 |
|