SAM
Secure Asset Management’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.3M | Buy |
78,758
+69,363
| +738% | +$2.03M | 0.42% | 63 |
|
|
2025
Q1 | $235K | Sell |
9,395
-11,668
| -55% | -$292K | 0.05% | 265 |
|
|
2024
Q4 | $587K | Buy |
21,063
+16,896
| +405% | +$471K | 0.09% | 174 |
|
|
2024
Q3 | $434K | Sell |
4,167
-227
| -5% | -$23.6K | 0.07% | 198 |
|
|
2024
Q2 | $443K | Buy |
4,394
+815
| +23% | +$82.2K | 0.08% | 176 |
|
|
2024
Q1 | $332K | Buy |
+3,579
| New | +$332K | 0.08% | 167 |
|
|
2023
Q4 | – | Sell |
-3,961
| Closed | -$288K | – | 243 |
|
|
2023
Q3 | $288K | Buy |
+3,961
| New | +$288K | 0.09% | 167 |
|