Saxon Interests’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 | $225K | Hold |
8,984
| – | – | 0.11% | 163 |
|
|
2025
Q1 | $225K | Hold |
8,984
| – | – | 0.11% | 163 |
|
|
2024
Q4 | $250K | Hold |
8,984
| – | – | 0.11% | 157 |
|
|
2024
Q3 | $234K | Sell |
8,984
-6,492
| -42% | -$169K | 0.11% | 154 |
|
|
2024
Q2 | $390K | Buy |
15,476
+6,492
| +72% | +$164K | 0.19% | 119 |
|
|
2024
Q1 | $208K | Buy |
+8,984
| New | +$208K | 0.1% | 168 |
|