Oxinas Partners Wealth Management’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 | $3.06M | Sell |
104,728
-2,493
| -2% | -$72.8K | 1.57% | 17 |
|
|
2025
Q1 | $2.68M | Buy |
107,221
+1,061
| +1% | +$26.6K | 1.59% | 18 |
|
|
2024
Q4 | $2.96M | Buy |
106,160
+3,280
| +3% | +$91.4K | 1.73% | 16 |
|
|
2024
Q3 | $2.68M | Sell |
102,880
-3,044
| -3% | -$79.3K | 1.64% | 17 |
|
|
2024
Q2 | $2.67M | Sell |
105,924
-5,868
| -5% | -$148K | 1.78% | 15 |
|
|
2024
Q1 | $2.59M | Sell |
111,792
-25,840
| -19% | -$599K | 1.68% | 19 |
|
|
2023
Q4 | $2.85M | Sell |
137,632
-10,672
| -7% | -$221K | 2.02% | 14 |
|
|
2023
Q3 | $2.7M | Sell |
148,304
-2,280
| -2% | -$41.5K | 2% | 15 |
|
|
2023
Q2 | $2.82M | Buy |
150,584
+31,044
| +26% | +$582K | 1.85% | 16 |
|
|
2023
Q1 | $1.95M | Sell |
119,540
-448
| -0.4% | -$7.3K | 1.41% | 22 |
|
|
2022
Q4 | $1.67M | Buy |
119,988
+57,856
| +93% | +$804K | 1.41% | 23 |
|
|
2022
Q3 | $867K | Sell |
62,132
-628
| -1% | -$8.76K | 0.72% | 40 |
|
|
2022
Q2 | $910K | Sell |
62,760
-19,784
| -24% | -$287K | 0.69% | 39 |
|
|
2022
Q1 | $1.54M | Buy |
82,544
+18,928
| +30% | +$354K | 0.97% | 27 |
|
|
2021
Q4 | $1.3M | Buy |
63,616
+4,608
| +8% | +$94.3K | 0.74% | 38 |
|
|
2021
Q3 | $1.09M | Buy |
59,008
+8,568
| +17% | +$159K | 0.63% | 48 |
|
|
2021
Q2 | $920K | Buy |
50,440
+1,968
| +4% | +$35.9K | 0.53% | 59 |
|
|
2021
Q1 | $786K | Buy |
48,472
+4,144
| +9% | +$67.2K | 0.5% | 62 |
|
|
2020
Q4 | $712K | Buy |
+44,328
| New | +$712K | 0.53% | 52 |
|