Regimen 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 | $12M | Sell |
412,394
-116,928
| -22% | -$3.42M | 3.74% | 10 |
|
|
2025
Q1 | $13.3M | Buy |
529,322
+2,730
| +0.5% | +$68.4K | 4.26% | 8 |
|
|
2024
Q4 | $14.7M | Sell |
526,592
-52,576
| -9% | -$1.47M | 4.79% | 8 |
|
|
2024
Q3 | $15.1M | Buy |
579,168
+2,856
| +0.5% | +$74.4K | 4.88% | 8 |
|
|
2024
Q2 | $14.5M | Buy |
576,312
+1,264
| +0.2% | +$31.9K | 5% | 8 |
|
|
2024
Q1 | $13.3M | Sell |
575,048
-75,388
| -12% | -$1.75M | 4.62% | 8 |
|
|
2023
Q4 | $13.6M | Sell |
650,436
-139,416
| -18% | -$2.92M | 5.21% | 7 |
|
|
2023
Q3 | $14.4M | Buy |
789,852
+3,340
| +0.4% | +$60.7K | 5.9% | 7 |
|
|
2023
Q2 | $14.7M | Buy |
786,512
+39,216
| +5% | +$735K | 6.11% | 6 |
|
|
2023
Q1 | $12.8M | Sell |
747,296
-244,516
| -25% | -$4.18M | 5.53% | 8 |
|
|
2022
Q4 | $13.7M | Buy |
+991,812
| New | +$13.7M | 9.19% | 3 |
|