Skyline 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 | $16.5M | Buy |
566,492
+6,278
| +1% | +$183K | 6.11% | 6 |
|
|
2025
Q1 | $14M | Buy |
560,214
+4,234
| +0.8% | +$106K | 5.52% | 7 |
|
|
2024
Q4 | $15.5M | Buy |
555,980
+126,136
| +29% | +$3.52M | 6.01% | 7 |
|
|
2024
Q3 | $11.2M | Sell |
429,844
-5,352
| -1% | -$139K | 4.61% | 8 |
|
|
2024
Q2 | $11M | Sell |
435,196
-1,900
| -0.4% | -$47.9K | 4.77% | 8 |
|
|
2024
Q1 | $10.1M | Sell |
437,096
-5,328
| -1% | -$124K | 4.53% | 9 |
|
|
2023
Q4 | $9.18M | Buy |
+442,424
| New | +$9.18M | 4.38% | 9 |
|