Riversedge Advisors’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 | $222K | Buy |
+7,616
| New | +$222K | 0.04% | 113 |
|
2025
Q1 | – | Sell |
-59,544
| Closed | -$1.66M | – | 120 |
|
2024
Q4 | $1.66M | Buy |
+59,544
| New | +$1.66M | 0.38% | 33 |
|
2020
Q1 | – | Sell |
-31,552
| Closed | -$366K | – | 41 |
|
2019
Q4 | $366K | Sell |
31,552
-448
| -1% | -$5.2K | 0.43% | 27 |
|
2019
Q3 | $330K | Hold |
32,000
| – | – | 0.46% | 27 |
|
2019
Q2 | $330K | Buy |
+32,000
| New | +$330K | 0.46% | 27 |
|