Stolper & Co’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 | $279K | Sell |
9,545
-61
| -0.6% | -$1.78K | 0.09% | 86 |
|
|
2025
Q1 | $241K | Hold |
9,606
| – | – | 0.08% | 86 |
|
|
2024
Q4 | $268K | Sell |
9,606
-170
| -2% | -$4.74K | 0.09% | 85 |
|
|
2024
Q3 | $255K | Hold |
9,776
| – | – | 0.08% | 86 |
|
|
2024
Q2 | $246K | Sell |
9,776
-272
| -3% | -$6.85K | 0.09% | 86 |
|
|
2024
Q1 | $233K | Hold |
10,048
| – | – | 0.08% | 86 |
|
|
2023
Q4 | $208K | Buy |
+10,048
| New | +$208K | 0.08% | 86 |
|
|
2022
Q2 | – | Sell |
-11,752
| Closed | -$220K | – | 86 |
|
|
2022
Q1 | $220K | Sell |
11,752
-72
| -0.6% | -$1.35K | 0.09% | 83 |
|
|
2021
Q4 | $242K | Hold |
11,824
| – | – | 0.11% | 81 |
|
|
2021
Q3 | $219K | Sell |
11,824
-136
| -1% | -$2.52K | 0.1% | 83 |
|
|
2021
Q2 | $218K | Buy |
+11,960
| New | +$218K | 0.1% | 88 |
|