Noble Family 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 | $8.84M | Sell |
302,617
-25,227
| -8% | -$737K | 2.16% | 15 |
|
|
2025
Q1 | $8.21M | Sell |
327,844
-25,591
| -7% | -$641K | 2.26% | 15 |
|
|
2024
Q4 | $9.95M | Sell |
353,435
-24,481
| -6% | -$689K | 2.74% | 14 |
|
|
2024
Q3 | $9.84M | Sell |
377,916
-5,724
| -1% | -$149K | 2.65% | 14 |
|
|
2024
Q2 | $9.67M | Sell |
383,640
-48,396
| -11% | -$1.22M | 2.78% | 14 |
|
|
2024
Q1 | $10M | Sell |
432,036
-62,204
| -13% | -$1.44M | 2.85% | 14 |
|
|
2023
Q4 | $10.3M | Sell |
494,240
-2,560
| -0.5% | -$53.1K | 3.1% | 12 |
|
|
2023
Q3 | $9.03M | Sell |
496,800
-16,292
| -3% | -$296K | 3.05% | 13 |
|
|
2023
Q2 | $9.61M | Sell |
513,092
-5,484
| -1% | -$103K | 3.13% | 13 |
|
|
2023
Q1 | $8.45M | Buy |
+518,576
| New | +$8.45M | 2.88% | 12 |
|