Ogorek Anthony Joseph’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 | $846K | Sell |
28,985
-129
| -0.4% | -$3.77K | 0.26% | 41 |
|
|
2025
Q1 | $729K | Buy |
29,114
+4,276
| +17% | +$107K | 0.24% | 43 |
|
|
2024
Q4 | $692K | Sell |
24,838
-558
| -2% | -$15.5K | 0.22% | 46 |
|
|
2024
Q3 | $661K | Buy |
25,396
+712
| +3% | +$18.5K | 0.23% | 42 |
|
|
2024
Q2 | $622K | Hold |
24,684
| – | – | 0.22% | 44 |
|
|
2024
Q1 | $572K | Buy |
24,684
+24
| +0.1% | +$556 | 0.2% | 43 |
|
|
2023
Q4 | $511K | Sell |
24,660
-1,304
| -5% | -$27K | 0.19% | 48 |
|
|
2023
Q3 | $472K | Sell |
25,964
-1,660
| -6% | -$30.2K | 0.19% | 66 |
|
|
2023
Q2 | $517K | Buy |
27,624
+12
| +0% | +$225 | 0.2% | 60 |
|
|
2023
Q1 | $449K | Sell |
27,612
-864
| -3% | -$14.1K | 0.18% | 59 |
|
|
2022
Q4 | $395K | Buy |
28,476
+16
| +0.1% | +$222 | 0.17% | 54 |
|
|
2022
Q3 | $397K | Sell |
28,460
-1,180
| -4% | -$16.5K | 0.19% | 50 |
|
|
2022
Q2 | $429K | Sell |
29,640
-5,856
| -16% | -$84.8K | 0.2% | 50 |
|
|
2022
Q1 | $664K | Sell |
35,496
-3,368
| -9% | -$63K | 0.27% | 44 |
|
|
2021
Q4 | $795K | Sell |
38,864
-928
| -2% | -$19K | 0.34% | 32 |
|
|
2021
Q3 | $736K | Buy |
39,792
+16
| +0% | +$296 | 0.34% | 31 |
|
|
2021
Q2 | $725K | Sell |
39,776
-792
| -2% | -$14.4K | 0.32% | 32 |
|
|
2021
Q1 | $658K | Sell |
40,568
-13,384
| -25% | -$217K | 0.32% | 32 |
|
|
2020
Q4 | $866K | Sell |
53,952
-8,008
| -13% | -$129K | 0.46% | 23 |
|
|
2020
Q3 | $892K | Sell |
61,960
-8,768
| -12% | -$126K | 0.53% | 22 |
|
|
2020
Q2 | $897K | Buy |
70,728
+1,472
| +2% | +$18.7K | 0.63% | 13 |
|
|
2020
Q1 | $689K | Sell |
69,256
-45,288
| -40% | -$451K | 0.37% | 16 |
|
|
2019
Q4 | $1.33M | Sell |
114,544
-229,768
| -67% | -$2.67M | 0.65% | 15 |
|
|
2019
Q3 | $3.62M | Buy |
344,312
+101,984
| +42% | +$1.07M | 2.16% | 9 |
|
|
2019
Q2 | $2.52M | Sell |
242,328
-15,056
| -6% | -$157K | 1.7% | 9 |
|
|
2019
Q1 | $2.56M | Sell |
257,384
-2,704
| -1% | -$26.8K | 1.69% | 9 |
|
|
2018
Q4 | $2.24M | Sell |
260,088
-42,896
| -14% | -$369K | 1.78% | 9 |
|
|
2018
Q3 | $3.11M | Sell |
302,984
-6,176
| -2% | -$63.3K | 2.29% | 7 |
|
|
2018
Q2 | $2.93M | Buy |
309,160
+89,656
| +41% | +$849K | 2.28% | 7 |
|
|
2018
Q1 | $1.97M | Buy |
219,504
+215,312
| +5,136% | +$1.93M | 1.71% | 9 |
|
|
2017
Q4 | $37K | Buy |
+4,192
| New | +$37K | 0.03% | 30 |
|