Spire Wealth Management’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 | $1.85M | Buy |
63,284
+6,795
| +12% | +$198K | 0.07% | 250 |
|
|
2025
Q1 | $1.41M | Buy |
56,489
+4,676
| +9% | +$117K | 0.05% | 329 |
|
|
2024
Q4 | $1.44M | Buy |
51,813
+14,225
| +38% | +$396K | 0.04% | 311 |
|
|
2024
Q3 | $979K | Buy |
37,588
+13,944
| +59% | +$363K | 0.03% | 376 |
|
|
2024
Q2 | $596K | Sell |
23,644
-4,588
| -16% | -$116K | 0.02% | 453 |
|
|
2024
Q1 | $654K | Buy |
28,232
+1,312
| +5% | +$30.4K | 0.01% | 455 |
|
|
2023
Q4 | $576K | Buy |
26,920
+1,024
| +4% | +$21.9K | 0.02% | 485 |
|
|
2023
Q3 | $471K | Buy |
25,896
+960
| +4% | +$17.5K | 0.02% | 488 |
|
|
2023
Q2 | $467K | Buy |
24,936
+1,768
| +8% | +$33.1K | 0.02% | 502 |
|
|
2023
Q1 | $377K | Buy |
23,168
+10,760
| +87% | +$175K | 0.01% | 561 |
|
|
2022
Q4 | $172K | Buy |
12,408
+232
| +2% | +$3.22K | 0.01% | 592 |
|
|
2022
Q3 | $170K | Sell |
12,176
-7,572
| -38% | -$106K | 0.01% | 576 |
|
|
2022
Q2 | $286K | Sell |
19,748
-12,484
| -39% | -$181K | 0.01% | 649 |
|
|
2022
Q1 | $603K | Sell |
32,232
-1,512
| -4% | -$28.3K | 0.02% | 516 |
|
|
2021
Q4 | $691K | Sell |
33,744
-1,664
| -5% | -$34.1K | 0.02% | 593 |
|
|
2021
Q3 | $655K | Buy |
35,408
+1,952
| +6% | +$36.1K | 0.02% | 520 |
|
|
2021
Q2 | $611K | Sell |
33,456
-10,920
| -25% | -$199K | 0.02% | 556 |
|
|
2021
Q1 | $720K | Buy |
+44,376
| New | +$720K | 0.02% | 550 |
|