Petra Financial Advisors’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 | $2.27M | Buy |
77,620
+30,263
| +64% | +$884K | 1.44% | 13 |
|
|
2025
Q1 | $1.19M | Sell |
47,357
-19,648
| -29% | -$492K | 0.97% | 26 |
|
|
2024
Q4 | $1.87M | Sell |
67,005
-7,051
| -10% | -$197K | 1.27% | 19 |
|
|
2024
Q3 | $1.93M | Sell |
74,056
-1,596
| -2% | -$41.6K | 1.27% | 17 |
|
|
2024
Q2 | $1.91M | Sell |
75,652
-2,396
| -3% | -$60.4K | 1.37% | 16 |
|
|
2024
Q1 | $1.77M | Sell |
78,048
-176
| -0.2% | -$3.99K | 1.3% | 18 |
|
|
2023
Q4 | $1.62M | Buy |
78,224
+172
| +0.2% | +$3.57K | 1.35% | 20 |
|
|
2023
Q3 | $1.42M | Buy |
78,052
+21,964
| +39% | +$399K | 1.18% | 24 |
|
|
2023
Q2 | $1.05M | Buy |
56,088
+35,632
| +174% | +$668K | 0.94% | 30 |
|
|
2023
Q1 | $333K | Sell |
20,456
-20,408
| -50% | -$332K | 0.33% | 56 |
|
|
2022
Q4 | $568K | Buy |
+40,864
| New | +$568K | 0.62% | 46 |
|