REDW Wealth’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 | $299K | Hold |
10,248
| – | – | 0.12% | 80 |
|
|
2025
Q1 | $257K | Sell |
10,248
-4,964
| -33% | -$124K | 0.1% | 90 |
|
|
2024
Q4 | $424K | Sell |
15,212
-1,280
| -8% | -$35.7K | 0.15% | 65 |
|
|
2024
Q3 | $430K | Sell |
16,492
-8,448
| -34% | -$220K | 0.11% | 102 |
|
|
2024
Q2 | $629K | Hold |
24,940
| – | – | 0.16% | 74 |
|
|
2024
Q1 | $578K | Sell |
24,940
-2,728
| -10% | -$63.2K | 0.16% | 77 |
|
|
2023
Q4 | $574K | Hold |
27,668
| – | – | 0.16% | 72 |
|
|
2023
Q3 | $503K | Hold |
27,668
| – | – | 0.16% | 75 |
|
|
2023
Q2 | $518K | Buy |
+27,668
| New | +$518K | 0.16% | 77 |
|