Quadcap Wealth 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 | $2.14M | Buy |
73,188
+7,236
| +11% | +$211K | 0.27% | 75 |
|
|
2025
Q1 | $1.65M | Buy |
65,952
+5,203
| +9% | +$130K | 0.24% | 89 |
|
|
2024
Q4 | $1.69M | Buy |
+60,749
| New | +$1.69M | 0.25% | 84 |
|
|
2024
Q3 | – | Sell |
-12,488
| Closed | -$315K | – | 391 |
|
|
2024
Q2 | $315K | Buy |
12,488
+484
| +4% | +$12.2K | 0.06% | 298 |
|
|
2024
Q1 | $278K | Buy |
12,004
+1,500
| +14% | +$34.8K | 0.06% | 277 |
|
|
2023
Q4 | $218K | Buy |
+10,504
| New | +$218K | 0.06% | 299 |
|