Phillips Financial 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 | $29.7K | Hold |
1,016
| – | – | ﹤0.01% | 237 |
|
|
2025
Q1 | $25.4K | Sell |
1,016
-2,080
| -67% | -$52.1K | ﹤0.01% | 232 |
|
|
2024
Q4 | $86.3K | Buy |
3,096
+2,080
| +205% | +$58K | 0.01% | 198 |
|
|
2024
Q3 | $26.5K | Hold |
1,016
| – | – | ﹤0.01% | 237 |
|
|
2024
Q2 | $25.6K | Hold |
1,016
| – | – | ﹤0.01% | 233 |
|
|
2024
Q1 | $23.6K | Hold |
1,016
| – | – | ﹤0.01% | 224 |
|
|
2023
Q4 | $21.1K | Hold |
1,016
| – | – | ﹤0.01% | 211 |
|
|
2023
Q3 | $18.5K | Hold |
1,016
| – | – | ﹤0.01% | 212 |
|
|
2023
Q2 | $19K | Hold |
1,016
| – | – | ﹤0.01% | 208 |
|
|
2023
Q1 | $16.6K | Hold |
1,016
| – | – | ﹤0.01% | 214 |
|
|
2022
Q4 | $14.1K | Hold |
1,016
| – | – | ﹤0.01% | 203 |
|
|
2022
Q3 | $14K | Buy |
+1,016
| New | +$14K | ﹤0.01% | 199 |
|