Strategic Advocates’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 | $2.21M | Sell |
75,509
-690
| -0.9% | -$20.2K | 0.65% | 28 |
|
2025
Q1 | $1.91M | Sell |
76,199
-1,515
| -2% | -$37.9K | 0.66% | 28 |
|
2024
Q4 | $2.17M | Sell |
77,714
-33,546
| -30% | -$935K | 0.73% | 23 |
|
2024
Q3 | $2.9M | Sell |
111,260
-12,864
| -10% | -$335K | 1.04% | 19 |
|
2024
Q2 | $3.13M | Sell |
124,124
-31,720
| -20% | -$800K | 1.24% | 17 |
|
2024
Q1 | $3.61M | Sell |
155,844
-722,848
| -82% | -$16.8M | 1.39% | 14 |
|
2023
Q4 | $18.2M | Sell |
878,692
-57,560
| -6% | -$1.19M | 7.74% | 1 |
|
2023
Q3 | $17M | Buy |
+936,252
| New | +$17M | 8.01% | 1 |
|