Sanibel Captiva Trust Company’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 | $415K | Hold |
14,216
| – | – | 0.01% | 307 |
|
|
2025
Q1 | $356K | Sell |
14,216
-17,492
| -55% | -$438K | 0.01% | 312 |
|
|
2024
Q4 | $884K | Sell |
31,708
-6,000
| -16% | -$167K | 0.03% | 229 |
|
|
2024
Q3 | $982K | Hold |
37,708
| – | – | 0.03% | 221 |
|
|
2024
Q2 | $951K | Hold |
37,708
| – | – | 0.03% | 212 |
|
|
2024
Q1 | $874K | Buy |
37,708
+23,492
| +165% | +$545K | 0.03% | 212 |
|
|
2023
Q4 | $295K | Buy |
+14,216
| New | +$295K | 0.01% | 304 |
|