Oldfather Financial Services’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 | $328K | Buy |
11,231
+69
| +0.6% | +$2.02K | 0.11% | 61 |
|
|
2025
Q1 | $280K | Sell |
11,162
-375
| -3% | -$9.39K | 0.11% | 65 |
|
|
2024
Q4 | $322K | Buy |
11,537
+1
| +0% | +$28 | 0.12% | 61 |
|
|
2024
Q3 | $300K | Hold |
11,536
| – | – | 0.12% | 59 |
|
|
2024
Q2 | $291K | Sell |
11,536
-800
| -6% | -$20.2K | 0.12% | 58 |
|
|
2024
Q1 | $286K | Hold |
12,336
| – | – | 0.12% | 59 |
|
|
2023
Q4 | $256K | Buy |
12,336
+4
| +0% | +$83 | 0.11% | 57 |
|
|
2023
Q3 | $224K | Hold |
12,332
| – | – | 0.11% | 57 |
|
|
2023
Q2 | $231K | Hold |
12,332
| – | – | 0.11% | 58 |
|
|
2023
Q1 | $201K | Buy |
+12,332
| New | +$201K | 0.1% | 62 |
|