&Partners’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
$7.21M Buy
243,686
+79,477
+48% +$2.35M 0.06% 294
2025
Q1
$4.11M Buy
164,209
+18,715
+13% +$468K 0.04% 336
2024
Q4
$4.12M Buy
145,494
+18,222
+14% +$517K 0.05% 310
2024
Q3
$3.35M Buy
127,272
+86,276
+210% +$2.27M 0.06% 267
2024
Q2
$1.06M Buy
40,996
+19,832
+94% +$511K 0.05% 334
2024
Q1
$491K Buy
+21,164
New +$491K 0.07% 272