SMART 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 | $419K | Buy |
14,331
+201
| +1% | +$5.87K | 0.13% | 116 |
|
|
2025
Q1 | $354K | Sell |
14,130
-1,931
| -12% | -$48.4K | 0.13% | 116 |
|
|
2024
Q4 | $448K | Sell |
16,061
-4,231
| -21% | -$118K | 0.16% | 109 |
|
|
2024
Q3 | $529K | Buy |
20,292
+1,108
| +6% | +$28.9K | 0.21% | 92 |
|
|
2024
Q2 | $484K | Buy |
19,184
+84
| +0.4% | +$2.12K | 0.2% | 81 |
|
|
2024
Q1 | $443K | Sell |
19,100
-220
| -1% | -$5.1K | 0.2% | 72 |
|
|
2023
Q4 | $401K | Buy |
+19,320
| New | +$401K | 0.22% | 52 |
|
|
2023
Q1 | – | Sell |
-19,928
| Closed | -$277K | – | 79 |
|
|
2022
Q4 | $277K | Buy |
+19,928
| New | +$277K | 0.21% | 68 |
|