Safeguard Financial’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
Q1 | $17M | Buy |
678,574
+117,256
| +21% | +$2.94M | 3.72% | 6 |
|
|
2024
Q4 | $15.6M | Sell |
561,318
-16,978
| -3% | -$473K | 3.4% | 6 |
|
|
2024
Q3 | $15.1M | Buy |
578,296
+134,492
| +30% | +$3.5M | 3.55% | 6 |
|
|
2024
Q2 | $11.2M | Buy |
443,804
+37,632
| +9% | +$949K | 3.11% | 6 |
|
|
2024
Q1 | $9.42M | Sell |
406,172
-62,240
| -13% | -$1.44M | 3.07% | 7 |
|
|
2023
Q4 | $9.71M | Buy |
468,412
+12,700
| +3% | +$263K | 3.68% | 7 |
|
|
2023
Q3 | $8.28M | Sell |
455,712
-11,312
| -2% | -$206K | 4% | 6 |
|
|
2023
Q2 | $8.75M | Sell |
467,024
-8,016
| -2% | -$150K | 4.22% | 4 |
|
|
2023
Q1 | $7.74M | Sell |
475,040
-1,040
| -0.2% | -$16.9K | 4.7% | 4 |
|
|
2022
Q4 | $6.61M | Buy |
476,080
+267,284
| +128% | +$3.71M | 4.73% | 4 |
|
|
2022
Q3 | $2.91M | Buy |
208,796
+39,304
| +23% | +$548K | 2.7% | 7 |
|
|
2022
Q2 | $2.46M | Buy |
169,492
+23,540
| +16% | +$341K | 2.93% | 8 |
|
|
2022
Q1 | $2.73M | Buy |
+145,952
| New | +$2.73M | 4.08% | 6 |
|