Sprinkle Financial Consultants’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 | $1.74M | Sell |
59,487
-59,174
| -50% | -$1.73M | 1.06% | 25 |
|
|
2025
Q1 | $2.97M | Sell |
118,661
-4,480
| -4% | -$112K | 1.89% | 13 |
|
|
2024
Q4 | $3.43M | Buy |
123,141
+133
| +0.1% | +$3.71K | 2.34% | 11 |
|
|
2024
Q3 | $3.2M | Buy |
123,008
+252
| +0.2% | +$6.56K | 2.29% | 11 |
|
|
2024
Q2 | $3.09M | Hold |
122,756
| – | – | 2.44% | 11 |
|
|
2024
Q1 | $2.85M | Sell |
122,756
-728
| -0.6% | -$16.9K | 2.43% | 11 |
|
|
2023
Q4 | $2.56M | Buy |
+123,484
| New | +$2.56M | 2.61% | 9 |
|