Robinson Smith Wealth 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 | $2.22M | Sell |
75,913
-4,619
| -6% | -$135K | 1.77% | 15 |
|
|
2025
Q1 | $2.02M | Sell |
80,532
-2,295
| -3% | -$57.5K | 1.69% | 15 |
|
|
2024
Q4 | $2.31M | Buy |
82,827
+3,423
| +4% | +$95.4K | 1.96% | 15 |
|
|
2024
Q3 | $2.07M | Buy |
79,404
+11,132
| +16% | +$290K | 1.76% | 15 |
|
|
2024
Q2 | $1.72M | Sell |
68,272
-740
| -1% | -$18.7K | 1.52% | 17 |
|
|
2024
Q1 | $1.6M | Buy |
69,012
+108
| +0.2% | +$2.5K | 1.54% | 17 |
|
|
2023
Q4 | $1.43M | Buy |
+68,904
| New | +$1.43M | 1.41% | 19 |
|