Pinion Investment 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 | $620K | Sell |
21,211
-18,847
| -47% | -$551K | 0.21% | 83 |
|
|
2025
Q1 | $1M | Buy |
40,058
+19,342
| +93% | +$484K | 0.22% | 68 |
|
|
2024
Q4 | $577K | Buy |
20,716
+128
| +0.6% | +$3.57K | 0.23% | 79 |
|
|
2024
Q3 | $536K | Buy |
20,588
+20
| +0.1% | +$521 | 0.22% | 85 |
|
|
2024
Q2 | $519K | Hold |
20,568
| – | – | 0.26% | 75 |
|
|
2024
Q1 | $477K | Buy |
20,568
+10,904
| +113% | +$253K | 0.25% | 80 |
|
|
2023
Q4 | $200K | Buy |
+9,664
| New | +$200K | 0.12% | 147 |
|