PS
Principal Securities’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $38.7M | Buy |
1,324,545
+530,942
| +67% | +$15.5M | 0.73% | 25 |
|
|
2025
Q1 | $22.1M | Buy |
793,603
+40
| +0% | +$1.12K | 0.49% | 40 |
|
|
2024
Q4 | $22.1M | Buy |
793,563
+603,386
| +317% | +$16.8M | 0.5% | 40 |
|
|
2024
Q3 | $19.8M | Buy |
190,177
+16,016
| +9% | +$1.67M | 0.48% | 39 |
|
|
2024
Q2 | $17.6M | Buy |
174,161
+42,676
| +32% | +$4.3M | 0.48% | 39 |
|
|
2024
Q1 | $12.2M | Buy |
131,485
+4,082
| +3% | +$378K | 0.38% | 51 |
|
|
2023
Q4 | $10.6M | Buy |
+127,403
| New | +$10.6M | 0.39% | 51 |
|