Simplicity Wealth’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 | $13.6M | Buy |
465,870
+426,507
| +1,084% | +$12.5M | 0.57% | 34 |
|
|
2025
Q1 | $986K | Buy |
39,363
+30,482
| +343% | +$763K | 0.08% | 260 |
|
|
2024
Q4 | $248K | Buy |
8,881
+309
| +4% | +$8.61K | 0.05% | 267 |
|
|
2024
Q3 | $223K | Sell |
8,572
-1,163,256
| -99% | -$30.3M | 0.02% | 455 |
|
|
2024
Q2 | $29.5M | Sell |
1,171,828
-2,600
| -0.2% | -$65.5K | 0.67% | 26 |
|
|
2024
Q1 | $27.2M | Buy |
+1,174,428
| New | +$27.2M | 0.65% | 24 |
|