OMC 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 | $841K | Sell |
28,788
-68
| -0.2% | -$1.99K | 0.34% | 42 |
|
|
2025
Q1 | $723K | Sell |
28,856
-339
| -1% | -$8.49K | 0.32% | 42 |
|
|
2024
Q4 | $814K | Buy |
29,195
+463
| +2% | +$12.9K | 0.35% | 39 |
|
|
2024
Q3 | $724K | Sell |
28,732
-120
| -0.4% | -$3.02K | 0.34% | 41 |
|
|
2024
Q2 | $727K | Buy |
28,852
+7,212
| +33% | +$182K | 0.34% | 41 |
|
|
2024
Q1 | $502K | Buy |
+21,640
| New | +$502K | 0.26% | 46 |
|