Snider Financial Group’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 | $7.3M | Buy |
249,920
+105,869
| +73% | +$3.09M | 2.11% | 13 |
|
|
2025
Q1 | $3.61M | Buy |
144,051
+5,816
| +4% | +$146K | 1.17% | 26 |
|
|
2024
Q4 | $3.85M | Buy |
138,235
+52,719
| +62% | +$1.47M | 1.19% | 25 |
|
|
2024
Q3 | $2.23M | Sell |
85,516
-3,228
| -4% | -$84.1K | 0.82% | 40 |
|
|
2024
Q2 | $2.24M | Buy |
88,744
+2,884
| +3% | +$72.7K | 0.86% | 39 |
|
|
2024
Q1 | $1.99M | Sell |
85,860
-2,672
| -3% | -$61.9K | 0.83% | 37 |
|
|
2023
Q4 | $1.84M | Sell |
88,532
-4,768
| -5% | -$98.9K | 0.85% | 37 |
|
|
2023
Q3 | $1.7M | Sell |
93,300
-2,020
| -2% | -$36.7K | 0.82% | 40 |
|
|
2023
Q2 | $1.79M | Buy |
+95,320
| New | +$1.79M | 0.85% | 37 |
|