Regal Investment 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 | $4.9M | Buy |
167,913
+25,240
| +18% | +$737K | 0.37% | 75 |
|
|
2025
Q1 | $3.57M | Buy |
142,673
+844
| +0.6% | +$21.1K | 0.29% | 92 |
|
|
2024
Q4 | $3.95M | Sell |
141,829
-57,087
| -29% | -$1.59M | 0.3% | 95 |
|
|
2024
Q3 | $5.18M | Sell |
198,916
-1,460
| -0.7% | -$38K | 0.36% | 81 |
|
|
2024
Q2 | $5.05M | Sell |
200,376
-12,316
| -6% | -$310K | 0.33% | 85 |
|
|
2024
Q1 | $4.93M | Buy |
212,692
+169,924
| +397% | +$3.94M | 0.34% | 88 |
|
|
2023
Q4 | $887K | Buy |
42,768
+18,292
| +75% | +$379K | 0.07% | 242 |
|
|
2023
Q3 | $445K | Buy |
24,476
+9,896
| +68% | +$180K | 0.04% | 304 |
|
|
2023
Q2 | $273K | Buy |
+14,580
| New | +$273K | 0.02% | 413 |
|
|
2018
Q1 | – | Sell |
-29,176
| Closed | -$258K | – | 318 |
|
|
2017
Q4 | $258K | Buy |
29,176
+80
| +0.3% | +$707 | 0.06% | 239 |
|
|
2017
Q3 | $240K | Buy |
29,096
+96
| +0.3% | +$792 | 0.06% | 241 |
|
|
2017
Q2 | $229K | Buy |
29,000
+80
| +0.3% | +$632 | 0.06% | 237 |
|
|
2017
Q1 | $219K | Sell |
28,920
-6,568
| -19% | -$49.7K | 0.06% | 243 |
|
|
2016
Q4 | $248K | Buy |
35,488
+104
| +0.3% | +$727 | 0.07% | 219 |
|
|
2016
Q3 | $245K | Sell |
35,384
-9,200
| -21% | -$63.7K | 0.07% | 231 |
|
|
2016
Q2 | $292K | Sell |
44,584
-1,952
| -4% | -$12.8K | 0.08% | 202 |
|
|
2016
Q1 | $305K | Buy |
46,536
+14,424
| +45% | +$94.5K | 0.08% | 197 |
|
|
2015
Q4 | $212K | Buy |
32,112
+12,768
| +66% | +$84.3K | 0.06% | 238 |
|
|
2015
Q3 | $120K | Buy |
19,344
+12,288
| +174% | +$76.2K | 0.03% | 319 |
|
|
2015
Q2 | $47K | Buy |
7,056
+5,936
| +530% | +$39.5K | 0.01% | 427 |
|
|
2015
Q1 | $8K | Buy |
+1,120
| New | +$8K | ﹤0.01% | 737 |
|