Paladin Advisory 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 | $351K | Buy |
12,000
+124
| +1% | +$3.62K | 0.27% | 61 |
|
|
2025
Q1 | $297K | Hold |
11,876
| – | – | 0.24% | 67 |
|
|
2024
Q4 | $331K | Hold |
11,876
| – | – | 0.25% | 66 |
|
|
2024
Q3 | $309K | Hold |
11,876
| – | – | 0.23% | 68 |
|
|
2024
Q2 | $302K | Sell |
11,876
-300
| -2% | -$7.62K | 0.24% | 70 |
|
|
2024
Q1 | $282K | Hold |
12,176
| – | – | 0.22% | 72 |
|
|
2023
Q4 | $253K | Sell |
12,176
-500
| -4% | -$10.4K | 0.21% | 75 |
|
|
2023
Q3 | $230K | Hold |
12,676
| – | – | 0.19% | 84 |
|
|
2023
Q2 | $238K | Hold |
12,676
| – | – | 0.19% | 84 |
|
|
2023
Q1 | $207K | Buy |
+12,676
| New | +$207K | 0.17% | 94 |
|
|
2022
Q4 | – | Hold |
0
| – | – | – | 189 |
|
|
2022
Q3 | – | Hold |
0
| – | – | – | 194 |
|
|
2022
Q2 | – | Sell |
-12,672
| Closed | -$237K | – | 194 |
|
|
2022
Q1 | $237K | Buy |
+12,672
| New | +$237K | 0.19% | 86 |
|
|
2021
Q4 | – | Hold |
0
| – | – | – | 189 |
|