Prosperity Capital 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 | $662K | Buy |
22,660
+13,164
| +139% | +$385K | 0.06% | 147 |
|
|
2025
Q1 | $240K | Buy |
9,496
+197
| +2% | +$4.97K | 0.02% | 327 |
|
|
2024
Q4 | $259K | Sell |
9,299
-4,017
| -30% | -$112K | 0.02% | 306 |
|
|
2024
Q3 | $347K | Buy |
13,316
+3,440
| +35% | +$89.6K | 0.03% | 255 |
|
|
2024
Q2 | $249K | Sell |
9,876
-9,564
| -49% | -$241K | 0.03% | 269 |
|
|
2024
Q1 | $451K | Buy |
19,440
+6,576
| +51% | +$152K | 0.05% | 219 |
|
|
2023
Q4 | $267K | Buy |
+12,864
| New | +$267K | 0.03% | 213 |
|