Richardson Capital 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 | $33.7M | Buy |
1,153,143
+105,468
| +10% | +$3.08M | 17.66% | 3 |
|
|
2025
Q1 | $26.2M | Buy |
1,047,675
+9,986
| +1% | +$250K | 16.36% | 3 |
|
|
2024
Q4 | $28.9M | Sell |
1,037,689
-3,035
| -0.3% | -$84.6K | 18.4% | 3 |
|
|
2024
Q3 | $27.1M | Buy |
1,040,724
+14,396
| +1% | +$375K | 18.93% | 3 |
|
|
2024
Q2 | $25.9M | Buy |
1,026,328
+20,412
| +2% | +$515K | 19.91% | 3 |
|
|
2024
Q1 | $23.3M | Buy |
1,005,916
+1,005,616
| +335,205% | +$23.3M | 19.06% | 3 |
|
|
2023
Q4 | $20.8M | Buy |
+300
| New | +$20.8M | 20.24% | 2 |
|