RFA
Resurgent Financial Advisors’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 | $629K | Sell |
21,520
-8,330
| -28% | -$243K | 0.35% | 81 |
|
|
2025
Q1 | $747K | Buy |
29,850
+2,601
| +10% | +$65.1K | 0.45% | 62 |
|
|
2024
Q4 | $759K | Buy |
27,249
+20,161
| +284% | +$562K | 0.45% | 62 |
|
|
2024
Q3 | $738K | Buy |
7,088
+579
| +9% | +$60.3K | 0.43% | 70 |
|
|
2024
Q2 | $656K | Sell |
6,509
-2,208
| -25% | -$223K | 0.41% | 73 |
|
|
2024
Q1 | $808K | Buy |
8,717
+567
| +7% | +$52.6K | 0.43% | 69 |
|
|
2023
Q4 | $676K | Buy |
8,150
+582
| +8% | +$48.3K | 0.42% | 64 |
|
|
2023
Q3 | $550K | Buy |
7,568
+5,665
| +298% | +$412K | 0.37% | 70 |
|
|
2023
Q2 | $143K | Hold |
1,903
| – | – | 0.09% | 185 |
|
|
2023
Q1 | $124K | Buy |
1,903
+1
| +0.1% | +$65 | 0.08% | 199 |
|
|
2022
Q4 | $106K | Buy |
+1,902
| New | +$106K | 0.06% | 294 |
|
|
2022
Q2 | – | Sell |
-4,200
| Closed | -$314K | – | 213 |
|
|
2022
Q1 | $314K | Buy |
4,200
+1,980
| +89% | +$148K | 0.19% | 120 |
|
|
2021
Q4 | $364K | Buy |
+2,220
| New | +$364K | 0.29% | 82 |
|