PJSIMP
P.J. Schmidt Investment Management (PJS)’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.57M | Buy |
88,111
+9,031
| +11% | +$264K | 0.45% | 48 |
|
|
2025
Q1 | $1.98M | Buy |
79,080
+8,319
| +12% | +$208K | 0.36% | 55 |
|
|
2024
Q4 | $1.97M | Buy |
70,761
+53,094
| +301% | +$1.48M | 0.34% | 55 |
|
|
2024
Q3 | $1.84M | Buy |
17,667
+1,676
| +10% | +$175K | 0.32% | 57 |
|
|
2024
Q2 | $1.61M | Buy |
15,991
+2,556
| +19% | +$258K | 0.29% | 57 |
|
|
2024
Q1 | $1.25M | Buy |
13,435
+6,036
| +82% | +$560K | 0.24% | 64 |
|
|
2023
Q4 | $639K | Buy |
7,399
+741
| +11% | +$64K | 0.13% | 89 |
|
|
2023
Q3 | $489K | Buy |
6,658
+780
| +13% | +$57.3K | 0.1% | 104 |
|
|
2023
Q2 | $453K | Buy |
+5,878
| New | +$453K | 0.09% | 109 |
|