Pursue Wealth Partners’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 | $401K | Hold |
13,720
| – | – | 0.23% | 72 |
|
|
2025
Q1 | $344K | Hold |
13,720
| – | – | 0.21% | 79 |
|
|
2024
Q4 | $382K | Hold |
13,720
| – | – | 0.22% | 68 |
|
|
2024
Q3 | $357K | Hold |
13,720
| – | – | 0.2% | 72 |
|
|
2024
Q2 | $346K | Hold |
13,720
| – | – | 0.19% | 67 |
|
|
2024
Q1 | $318K | Hold |
13,720
| – | – | 0.19% | 71 |
|
|
2023
Q4 | $285K | Hold |
13,720
| – | – | 0.18% | 72 |
|
|
2023
Q3 | $249K | Hold |
13,720
| – | – | 0.18% | 78 |
|
|
2023
Q2 | $257K | Hold |
13,720
| – | – | 0.16% | 85 |
|
|
2023
Q1 | $224K | Buy |
+13,720
| New | +$224K | 0.15% | 94 |
|
|
2022
Q2 | – | Sell |
-1,488
| Closed | -$27.4K | – | 212 |
|
|
2022
Q1 | $27.4K | Buy |
+1,488
| New | +$27.4K | 0.01% | 200 |
|