Redwood Financial Network’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 | $1.24M | Buy |
42,414
+496
| +1% | +$14.5K | 0.84% | 33 |
|
|
2025
Q1 | $1.05M | Buy |
41,918
+1,425
| +4% | +$35.7K | 0.8% | 37 |
|
|
2024
Q4 | $1.13M | Buy |
40,493
+2,761
| +7% | +$77K | 0.84% | 34 |
|
|
2024
Q3 | $983K | Buy |
37,732
+2,608
| +7% | +$67.9K | 0.77% | 40 |
|
|
2024
Q2 | $885K | Buy |
35,124
+5,884
| +20% | +$148K | 0.74% | 40 |
|
|
2024
Q1 | $678K | Buy |
29,240
+10,972
| +60% | +$254K | 0.59% | 49 |
|
|
2023
Q4 | $379K | Buy |
18,268
+144
| +0.8% | +$2.99K | 0.37% | 88 |
|
|
2023
Q3 | $329K | Buy |
+18,124
| New | +$329K | 0.35% | 89 |
|
|
2022
Q2 | – | Sell |
-11,208
| Closed | -$210K | – | 149 |
|
|
2022
Q1 | $210K | Buy |
+11,208
| New | +$210K | 0.19% | 146 |
|