Patrick M. Sweeney & Associates’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 | $384K | Sell |
13,068
-455
| -3% | -$13.4K | 0.26% | 91 |
|
|
2025
Q1 | $339K | Buy |
13,523
+846
| +7% | +$21.2K | 0.25% | 97 |
|
|
2024
Q4 | $353K | Buy |
12,677
+125
| +1% | +$3.48K | 0.26% | 97 |
|
|
2024
Q3 | $327K | Buy |
12,552
+1,552
| +14% | +$40.4K | 0.24% | 106 |
|
|
2024
Q2 | $267K | Buy |
11,000
+520
| +5% | +$12.6K | 0.22% | 114 |
|
|
2024
Q1 | $243K | Hold |
10,480
| – | – | 0.2% | 118 |
|
|
2023
Q4 | $217K | Buy |
+10,480
| New | +$217K | 0.2% | 116 |
|