Strategic Equity 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
$310K Hold
10,623
0.11% 56
2025
Q1
$266K Hold
10,623
0.11% 52
2024
Q4
$296K Buy
10,623
+1,035
+11% +$28.8K 0.12% 47
2024
Q3
$250K Hold
9,588
0.12% 49
2024
Q2
$242K Buy
+9,588
New +$242K 0.16% 41