Souders Financial 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 | $20.1M | Buy |
688,474
+19,409
| +3% | +$567K | 2.56% | 9 |
|
|
2025
Q1 | $16.8M | Sell |
669,065
-1,164
| -0.2% | -$29.1K | 2.34% | 13 |
|
|
2024
Q4 | $18.7M | Sell |
670,229
-21,691
| -3% | -$605K | 2.61% | 9 |
|
|
2024
Q3 | $18M | Sell |
691,920
-58,380
| -8% | -$1.52M | 2.51% | 9 |
|
|
2024
Q2 | $18.9M | Buy |
750,300
+28,812
| +4% | +$726K | 2.85% | 9 |
|
|
2024
Q1 | $16.7M | Sell |
721,488
-38,424
| -5% | -$891K | 2.64% | 9 |
|
|
2023
Q4 | $15.8M | Buy |
759,912
+12,492
| +2% | +$259K | 2.7% | 9 |
|
|
2023
Q3 | $13.6M | Sell |
747,420
-70,336
| -9% | -$1.28M | 2.61% | 10 |
|
|
2023
Q2 | $15.3M | Buy |
817,756
+52,312
| +7% | +$980K | 2.93% | 8 |
|
|
2023
Q1 | $12.5M | Buy |
765,444
+94,336
| +14% | +$1.54M | 2.65% | 10 |
|
|
2022
Q4 | $9.32M | Buy |
671,108
+38,836
| +6% | +$539K | 2.13% | 10 |
|
|
2022
Q3 | $8.82M | Buy |
632,272
+40,536
| +7% | +$566K | 2.4% | 8 |
|
|
2022
Q2 | $8.58M | Buy |
591,736
+41,368
| +8% | +$600K | 2.47% | 8 |
|
|
2022
Q1 | $10.3M | Buy |
550,368
+30,288
| +6% | +$567K | 2.98% | 6 |
|
|
2021
Q4 | $10.6M | Buy |
520,080
+14,248
| +3% | +$292K | 3.06% | 6 |
|
|
2021
Q3 | $9.36M | Buy |
505,832
+11,672
| +2% | +$216K | 3.02% | 6 |
|
|
2021
Q2 | $9.02M | Buy |
494,160
+10,504
| +2% | +$192K | 3.04% | 6 |
|
|
2021
Q1 | $7.85M | Sell |
483,656
-195,552
| -29% | -$3.17M | 3.07% | 5 |
|
|
2020
Q4 | $10.9M | Buy |
679,208
+23,968
| +4% | +$385K | 4.75% | 5 |
|
|
2020
Q3 | $9.69M | Buy |
655,240
+34,920
| +6% | +$516K | 4.58% | 5 |
|
|
2020
Q2 | $7.87M | Buy |
620,320
+544,680
| +720% | +$6.91M | 4.5% | 5 |
|
|
2020
Q1 | $753K | Buy |
+75,640
| New | +$753K | 0.66% | 42 |
|