RDFA
Ritter Daniher Financial Advisory’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 | $264K | Buy |
9,055
+7,932
| +706% | +$232K | 0.07% | 77 |
|
|
2025
Q1 | $28.1K | Sell |
1,123
-65
| -5% | -$1.63K | 0.01% | 197 |
|
|
2024
Q4 | $33.1K | Buy |
1,188
+891
| +300% | +$24.8K | 0.01% | 184 |
|
|
2024
Q3 | $30.9K | Sell |
297
-16
| -5% | -$1.67K | 0.01% | 187 |
|
|
2024
Q2 | $31.6K | Hold |
313
| – | – | 0.01% | 182 |
|
|
2024
Q1 | $29K | Sell |
313
-90
| -22% | -$8.35K | 0.01% | 183 |
|
|
2023
Q4 | $33.4K | Hold |
403
| – | – | 0.01% | 170 |
|
|
2023
Q3 | $29.3K | Hold |
403
| – | – | 0.01% | 168 |
|
|
2023
Q2 | $30.2K | Sell |
403
-61
| -13% | -$4.57K | 0.01% | 160 |
|
|
2023
Q1 | $30.2K | Hold |
464
| – | – | 0.01% | 160 |
|
|
2022
Q4 | $25.8K | Buy |
464
+38
| +9% | +$2.11K | 0.01% | 175 |
|
|
2022
Q3 | $24K | Sell |
426
-126
| -23% | -$7.1K | 0.02% | 145 |
|
|
2022
Q2 | $32K | Sell |
552
-50
| -8% | -$2.9K | 0.02% | 130 |
|
|
2022
Q1 | $45K | Buy |
602
+298
| +98% | +$22.3K | 0.03% | 117 |
|
|
2021
Q4 | $50K | Hold |
304
| – | – | 0.03% | 106 |
|
|
2021
Q3 | $45K | Sell |
304
-21
| -6% | -$3.11K | 0.03% | 116 |
|
|
2021
Q2 | $47K | Hold |
325
| – | – | 0.04% | 104 |
|
|
2021
Q1 | $42K | Sell |
325
-42
| -11% | -$5.43K | 0.03% | 98 |
|
|
2020
Q4 | $47K | Buy |
+367
| New | +$47K | 0.04% | 96 |
|