Oxford Financial Group’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 | $1.51M | Buy |
51,731
+1
| +0% | +$29 | 0.09% | 62 |
|
|
2025
Q1 | $1.3M | Buy |
51,730
+151
| +0.3% | +$3.78K | 0.09% | 65 |
|
|
2024
Q4 | $1.44M | Buy |
51,579
+551
| +1% | +$15.4K | 0.09% | 67 |
|
|
2024
Q3 | $1.33M | Sell |
51,028
-572
| -1% | -$14.9K | 0.08% | 73 |
|
|
2024
Q2 | $1.3M | Buy |
51,600
+1,220
| +2% | +$30.8K | 0.09% | 78 |
|
|
2024
Q1 | $1.17M | Hold |
50,380
| – | – | 0.08% | 73 |
|
|
2023
Q4 | $1.04M | Hold |
50,380
| – | – | 0.08% | 81 |
|
|
2023
Q3 | $916K | Sell |
50,380
-1,928
| -4% | -$35.1K | 0.08% | 81 |
|
|
2023
Q2 | $980K | Hold |
52,308
| – | – | 0.09% | 75 |
|
|
2023
Q1 | $852K | Sell |
52,308
-404
| -0.8% | -$6.58K | 0.1% | 75 |
|
|
2022
Q4 | $732K | Sell |
52,712
-44,000
| -45% | -$611K | 0.09% | 80 |
|
|
2022
Q3 | $1.35M | Buy |
96,712
+9,672
| +11% | +$135K | 0.2% | 49 |
|
|
2022
Q2 | $1.26M | Hold |
87,040
| – | – | 0.19% | 57 |
|
|
2022
Q1 | $1.63M | Hold |
87,040
| – | – | 0.21% | 47 |
|
|
2021
Q4 | $1.78M | Hold |
87,040
| – | – | 0.2% | 49 |
|
|
2021
Q3 | $1.61M | Buy |
+87,040
| New | +$1.61M | 0.21% | 45 |
|