Optima Capital’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
$3.04M Buy
104,185
+95,171
+1,056% +$2.78M 1.64% 15
2025
Q1
$226K Sell
9,014
-116,856
-93% -$2.93M 0.14% 128
2024
Q4
$3.51M Buy
+125,870
New +$3.51M 2.42% 7