Salem Investment Counselors’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 | $182K | Buy |
6,221
+675
| +12% | +$19.7K | 0.01% | 376 |
|
|
2025
Q1 | $139K | Buy |
5,546
+59
| +1% | +$1.48K | ﹤0.01% | 396 |
|
|
2024
Q4 | $153K | Buy |
5,487
+1,867
| +52% | +$52K | 0.01% | 397 |
|
|
2024
Q3 | $94.3K | Buy |
3,620
+192
| +6% | +$5K | ﹤0.01% | 463 |
|
|
2024
Q2 | $86.4K | Buy |
3,428
+748
| +28% | +$18.9K | ﹤0.01% | 468 |
|
|
2024
Q1 | $62.1K | Hold |
2,680
| – | – | ﹤0.01% | 518 |
|
|
2023
Q4 | $55.6K | Buy |
2,680
+860
| +47% | +$17.8K | ﹤0.01% | 522 |
|
|
2023
Q3 | $33.1K | Hold |
1,820
| – | – | ﹤0.01% | 600 |
|
|
2023
Q2 | $34.1K | Buy |
1,820
+880
| +94% | +$16.5K | ﹤0.01% | 589 |
|
|
2023
Q1 | $15.3K | Buy |
940
+140
| +18% | +$2.28K | ﹤0.01% | 739 |
|
|
2022
Q4 | $11.1K | Hold |
800
| – | – | ﹤0.01% | 757 |
|
|
2022
Q3 | $11K | Hold |
800
| – | – | ﹤0.01% | 744 |
|
|
2022
Q2 | $12K | Hold |
800
| – | – | ﹤0.01% | 758 |
|
|
2022
Q1 | $15K | Hold |
800
| – | – | ﹤0.01% | 693 |
|
|
2021
Q4 | $16K | Hold |
800
| – | – | ﹤0.01% | 749 |
|
|
2021
Q3 | $15K | Hold |
800
| – | – | ﹤0.01% | 696 |
|
|
2021
Q2 | $15K | Hold |
800
| – | – | ﹤0.01% | 676 |
|
|
2021
Q1 | $13K | Hold |
800
| – | – | ﹤0.01% | 652 |
|
|
2020
Q4 | $13K | Buy |
+800
| New | +$13K | ﹤0.01% | 619 |
|