SAM
Smartleaf 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 | $570K | Sell |
19,644
-4,765
| -20% | -$138K | 0.05% | 349 |
|
|
2025
Q1 | $611K | Buy |
24,409
+14,356
| +143% | +$359K | 0.06% | 316 |
|
|
2024
Q4 | $283K | Buy |
10,053
+7,422
| +282% | +$209K | 0.03% | 451 |
|
|
2024
Q3 | $273K | Buy |
2,631
+90
| +4% | +$9.33K | 0.03% | 413 |
|
|
2024
Q2 | $258K | Sell |
2,541
-6
| -0.2% | -$610 | 0.04% | 332 |
|
|
2024
Q1 | $237K | Sell |
2,547
-35,107
| -93% | -$3.26M | 0.05% | 320 |
|
|
2023
Q4 | $3.14M | Buy |
+37,654
| New | +$3.14M | 0.84% | 23 |
|