Owen LaRue’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 | $611K | Buy |
20,905
+744
| +4% | +$21.7K | 0.26% | 71 |
|
|
2025
Q1 | $505K | Buy |
20,161
+1,344
| +7% | +$33.7K | 0.25% | 67 |
|
|
2024
Q4 | $524K | Sell |
18,817
-1,303
| -6% | -$36.3K | 0.27% | 60 |
|
|
2024
Q3 | $524K | Sell |
20,120
-3,452
| -15% | -$89.9K | 0.28% | 63 |
|
|
2024
Q2 | $594K | Sell |
23,572
-1,604
| -6% | -$40.4K | 0.37% | 51 |
|
|
2024
Q1 | $584K | Sell |
25,176
-5,012
| -17% | -$116K | 0.37% | 47 |
|
|
2023
Q4 | $626K | Sell |
30,188
-3,360
| -10% | -$69.7K | 0.6% | 41 |
|
|
2023
Q3 | $610K | Sell |
33,548
-608
| -2% | -$11.1K | 0.67% | 38 |
|
|
2023
Q2 | $640K | Sell |
34,156
-12,288
| -26% | -$230K | 0.67% | 37 |
|
|
2023
Q1 | $641K | Hold |
46,444
| – | – | 0.69% | 34 |
|
|
2022
Q4 | $641K | Buy |
+46,444
| New | +$641K | 0.69% | 34 |
|