Signature Estate & Investment Advisors’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 | $1.78M | Buy |
60,928
+14,987
| +33% | +$438K | 0.04% | 165 |
|
|
2025
Q1 | $1.15M | Buy |
45,941
+4,962
| +12% | +$124K | 0.03% | 191 |
|
|
2024
Q4 | $1.14M | Buy |
40,979
+4,547
| +12% | +$127K | 0.03% | 195 |
|
|
2024
Q3 | $949K | Buy |
36,432
+4,728
| +15% | +$123K | 0.02% | 212 |
|
|
2024
Q2 | $799K | Buy |
+31,704
| New | +$799K | 0.02% | 226 |
|
|
2023
Q1 | – | Sell |
-19,196
| Closed | -$267K | – | 188 |
|
|
2022
Q4 | $267K | Buy |
+19,196
| New | +$267K | 0.01% | 158 |
|
|
2017
Q2 | – | Sell |
-16,824
| Closed | -$127K | – | 176 |
|
|
2017
Q1 | $127K | Buy |
+16,824
| New | +$127K | 0.02% | 167 |
|