RZH
Relyea Zuckerberg Hanson’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $967K | Buy |
33,116
+21
| +0.1% | +$613 | 0.11% | 100 |
|
|
2025
Q1 | $829K | Buy |
33,095
+24
| +0.1% | +$601 | 0.11% | 101 |
|
|
2024
Q4 | $922K | Buy |
33,071
+24,809
| +300% | +$691K | 0.12% | 94 |
|
|
2024
Q3 | $861K | Buy |
8,262
+12
| +0.1% | +$1.25K | 0.13% | 90 |
|
|
2024
Q2 | $832K | Buy |
8,250
+5,500
| +200% | +$555K | 0.14% | 87 |
|
|
2024
Q1 | $255K | Hold |
2,750
| – | – | 0.04% | 197 |
|
|
2023
Q4 | $228K | Buy |
+2,750
| New | +$228K | 0.04% | 195 |
|
|
2023
Q3 | – | Sell |
-2,750
| Closed | -$206K | – | 205 |
|
|
2023
Q2 | $206K | Buy |
+2,750
| New | +$206K | 0.05% | 187 |
|
|
2021
Q4 | – | Sell |
-1,375
| Closed | -$204K | – | 151 |
|
|
2021
Q3 | $204K | Buy |
+1,375
| New | +$204K | 0.08% | 141 |
|