Ruggaard & Associates’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 | $743K | Buy |
25,435
+155
| +0.6% | +$4.53K | 0.3% | 46 |
|
|
2025
Q1 | $633K | Hold |
25,280
| – | – | 0.28% | 51 |
|
|
2024
Q4 | $705K | Hold |
25,280
| – | – | 0.31% | 42 |
|
|
2024
Q3 | $658K | Hold |
25,280
| – | – | 0.29% | 47 |
|
|
2024
Q2 | $637K | Hold |
25,280
| – | – | 0.29% | 48 |
|
|
2024
Q1 | $586K | Hold |
25,280
| – | – | 0.28% | 51 |
|
|
2023
Q4 | $524K | Hold |
25,280
| – | – | 0.28% | 52 |
|
|
2023
Q3 | $460K | Hold |
25,280
| – | – | 0.27% | 59 |
|
|
2023
Q2 | $474K | Hold |
25,280
| – | – | 0.28% | 57 |
|
|
2023
Q1 | $412K | Buy |
+25,280
| New | +$412K | 0.25% | 61 |
|