SFWC
Strategic Family Wealth Counselors’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $15.3M | Buy |
524,314
+23,792
| +5% | +$695K | 4.36% | 2 |
|
|
2025
Q1 | $12.5M | Buy |
500,522
+491
| +0.1% | +$12.3K | 4.07% | 3 |
|
|
2024
Q4 | $13.9M | Buy |
500,031
+375,365
| +301% | +$10.5M | 4.54% | 2 |
|
|
2024
Q3 | $13M | Sell |
124,666
-446
| -0.4% | -$46.5K | 4.54% | 2 |
|
|
2024
Q2 | $12.6M | Buy |
125,112
+2,857
| +2% | +$288K | 4.8% | 2 |
|
|
2024
Q1 | $11.3M | Buy |
122,255
+4,670
| +4% | +$433K | 4.48% | 2 |
|
|
2023
Q4 | $9.75M | Buy |
117,585
+5,035
| +4% | +$418K | 4.09% | 3 |
|
|
2023
Q3 | $8.18M | Buy |
112,550
+437
| +0.4% | +$31.8K | 3.93% | 4 |
|
|
2023
Q2 | $8.4M | Buy |
112,113
+147
| +0.1% | +$11K | 3.86% | 4 |
|
|
2023
Q1 | $7.3M | Sell |
111,966
-6,682
| -6% | -$435K | 3.46% | 4 |
|
|
2022
Q4 | $6.59M | Buy |
118,648
+278
| +0.2% | +$15.4K | 3.27% | 5 |
|
|
2022
Q3 | $6.61M | Buy |
118,370
+1,025
| +0.9% | +$57.2K | 3.24% | 8 |
|
|
2022
Q2 | $6.81M | Sell |
117,345
-852
| -0.7% | -$49.4K | 3.27% | 8 |
|
|
2022
Q1 | $8.84M | Buy |
118,197
+45,609
| +63% | +$3.41M | 3.56% | 6 |
|
|
2021
Q4 | $11.9M | Buy |
72,588
+13,816
| +24% | +$2.26M | 3.81% | 4 |
|
|
2021
Q3 | $8.7M | Buy |
58,772
+22
| +0% | +$3.26K | 2.98% | 5 |
|
|
2021
Q2 | $8.58M | Buy |
58,750
+561
| +1% | +$81.9K | 2.8% | 7 |
|
|
2021
Q1 | $7.55M | Sell |
58,189
-204
| -0.3% | -$26.5K | 2.85% | 7 |
|
|
2020
Q4 | $7.5M | Sell |
58,393
-57
| -0.1% | -$7.32K | 3.87% | 5 |
|
|
2020
Q3 | $6.73M | Buy |
58,450
+2,261
| +4% | +$260K | 3.78% | 6 |
|
|
2020
Q2 | $5.71M | Sell |
56,189
-617
| -1% | -$62.6K | 3.59% | 6 |
|
|
2020
Q1 | $4.53M | Sell |
56,806
-8,627
| -13% | -$687K | 3.38% | 7 |
|
|
2019
Q4 | $6.08M | Sell |
65,433
-987
| -1% | -$91.7K | 4.91% | 5 |
|
|
2019
Q3 | $5.58M | Buy |
66,420
+154
| +0.2% | +$12.9K | 4.22% | 6 |
|
|
2019
Q2 | $5.51M | Sell |
66,266
-342
| -0.5% | -$28.5K | 4.27% | 6 |
|
|
2019
Q1 | $5.29M | Buy |
66,608
+3,847
| +6% | +$306K | 4.28% | 6 |
|
|
2018
Q4 | $4.33M | Buy |
+62,761
| New | +$4.33M | 4.9% | 5 |
|