PA
Paragon Advisors’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 | $276K | Buy |
9,460
+705
| +8% | +$20.6K | 0.07% | 71 |
|
|
2025
Q1 | $219K | Buy |
+8,755
| New | +$219K | 0.08% | 80 |
|
|
2020
Q4 | – | Sell |
-4,919
| Closed | -$567K | – | 94 |
|
|
2020
Q3 | $567K | Buy |
4,919
+32
| +0.7% | +$3.69K | 0.38% | 70 |
|
|
2020
Q2 | $496K | Buy |
4,887
+10
| +0.2% | +$1.02K | 0.4% | 74 |
|
|
2020
Q1 | $388K | Buy |
4,877
+220
| +5% | +$17.5K | 0.52% | 40 |
|
|
2019
Q4 | $445K | Buy |
+4,657
| New | +$445K | 0.48% | 41 |
|