Riverstone 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 | $279K | Hold |
9,560
| – | – | 0.15% | 47 |
|
|
2025
Q1 | $239K | Hold |
9,560
| – | – | 0.14% | 47 |
|
|
2024
Q4 | $266K | Hold |
9,560
| – | – | 0.15% | 39 |
|
|
2024
Q3 | $249K | Sell |
9,560
-600
| -6% | -$15.6K | 0.14% | 40 |
|
|
2024
Q2 | $256K | Hold |
10,160
| – | – | 0.16% | 38 |
|
|
2024
Q1 | $236K | Hold |
10,160
| – | – | 0.14% | 40 |
|
|
2023
Q4 | $211K | Buy |
+10,160
| New | +$211K | 0.14% | 44 |
|
|
2022
Q1 | – | Sell |
-10,160
| Closed | -$208K | – | 50 |
|
|
2021
Q4 | $208K | Buy |
+10,160
| New | +$208K | 0.09% | 42 |
|