Perissos Private Wealth Management’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 | $4.5M | Sell |
154,054
-358
| -0.2% | -$10.5K | 3.56% | 7 |
|
|
2025
Q1 | $3.87M | Buy |
154,412
+208
| +0.1% | +$5.21K | 3.52% | 7 |
|
|
2024
Q4 | $4.3M | Buy |
154,204
+41,888
| +37% | +$1.17M | 3.21% | 6 |
|
|
2024
Q3 | $2.93M | Buy |
112,316
+1,784
| +2% | +$46.5K | 2.35% | 12 |
|
|
2024
Q2 | $2.79M | Buy |
110,532
+3,524
| +3% | +$88.8K | 2.5% | 10 |
|
|
2024
Q1 | $2.48M | Buy |
+107,008
| New | +$2.48M | 2.25% | 16 |
|