NewEdge Wealth’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 | $1.09M | Buy |
36,219
+279
| +0.8% | +$8.42K | 0.02% | 510 |
|
|
2025
Q1 | $900K | Hold |
35,940
| – | – | 0.02% | 501 |
|
|
2024
Q4 | $1M | Hold |
35,940
| – | – | 0.02% | 485 |
|
|
2024
Q3 | $936K | Hold |
35,940
| – | – | 0.02% | 482 |
|
|
2024
Q2 | $906K | Hold |
35,940
| – | – | 0.02% | 432 |
|
|
2024
Q1 | $808K | Buy |
+35,940
| New | +$808K | 0.02% | 460 |
|