Strategic Financial Concepts’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 | $1.35M | Buy |
46,077
+20,343
| +79% | +$594K | 0.19% | 66 |
|
|
2025
Q1 | $644K | Buy |
25,734
+185
| +0.7% | +$4.63K | 0.12% | 166 |
|
|
2024
Q4 | $712K | Buy |
25,549
+1,373
| +6% | +$38.3K | 0.14% | 153 |
|
|
2024
Q3 | $630K | Sell |
24,176
-2,286,472
| -99% | -$59.6M | 0.2% | 98 |
|
|
2024
Q2 | $36.2K | Buy |
2,310,648
+2,282,040
| +7,977% | +$35.7K | 0.02% | 273 |
|
|
2024
Q1 | $663K | Buy |
+28,608
| New | +$663K | 0.16% | 142 |
|
|
2023
Q4 | – | Sell |
-36,264
| Closed | -$659K | – | 238 |
|
|
2023
Q3 | $659K | Buy |
36,264
+9,440
| +35% | +$172K | 0.22% | 111 |
|
|
2023
Q2 | $503K | Buy |
26,824
+4,492
| +20% | +$84.2K | 0.19% | 124 |
|
|
2023
Q1 | $364K | Buy |
+22,332
| New | +$364K | 0.15% | 141 |
|