Team Financial Group’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 | $13.8M | Buy |
471,394
+41,033
| +10% | +$1.2M | 6.77% | 5 |
|
|
2025
Q1 | $10.8M | Buy |
430,361
+33,865
| +9% | +$848K | 6.22% | 6 |
|
|
2024
Q4 | $11.1M | Buy |
396,496
+33,376
| +9% | +$930K | 6.34% | 5 |
|
|
2024
Q3 | $9.46M | Buy |
363,120
+15,460
| +4% | +$403K | 5.62% | 6 |
|
|
2024
Q2 | $8.76M | Buy |
347,660
+36,240
| +12% | +$914K | 5.63% | 6 |
|
|
2024
Q1 | $7.22M | Buy |
311,420
+219,504
| +239% | +$5.09M | 4.86% | 6 |
|
|
2023
Q4 | $1.91M | Buy |
91,916
+37,632
| +69% | +$780K | 1.37% | 15 |
|
|
2023
Q3 | $987K | Buy |
+54,284
| New | +$987K | 0.82% | 16 |
|