Revisor Wealth Management’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 | $3M | Buy |
101,925
+14,173
| +16% | +$417K | 1.08% | 15 |
|
|
2025
Q1 | $2.2M | Buy |
87,752
+28,978
| +49% | +$726K | 0.98% | 19 |
|
|
2024
Q4 | $1.65M | Sell |
58,774
-1,486
| -2% | -$41.7K | 1.52% | 14 |
|
|
2024
Q3 | $1.57M | Sell |
60,260
-2,348
| -4% | -$61.2K | 0.98% | 21 |
|
|
2024
Q2 | $1.58M | Sell |
62,608
-61,504
| -50% | -$1.55M | 1.1% | 16 |
|
|
2024
Q1 | $2.72M | Buy |
124,112
+76,912
| +163% | +$1.68M | 1.23% | 17 |
|
|
2023
Q4 | $979K | Buy |
47,200
+13,024
| +38% | +$270K | 1.13% | 16 |
|
|
2023
Q3 | $621K | Sell |
34,176
-17,208
| -33% | -$313K | 0.53% | 40 |
|
|
2023
Q2 | $963K | Buy |
51,384
+22,408
| +77% | +$420K | 0.86% | 29 |
|
|
2023
Q1 | $472K | Buy |
+28,976
| New | +$472K | 0.43% | 54 |
|