Tempus Wealth Planning’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 | $3.26M | Buy |
111,628
+5,601
| +5% | +$164K | 0.81% | 28 |
|
|
2025
Q1 | $2.65M | Sell |
106,027
-7,225
| -6% | -$181K | 0.79% | 28 |
|
|
2024
Q4 | $3.16M | Sell |
113,252
-1,060
| -0.9% | -$29.5K | 0.96% | 24 |
|
|
2024
Q3 | $2.98M | Sell |
114,312
-1,052
| -0.9% | -$27.4K | 1.09% | 18 |
|
|
2024
Q2 | $2.91M | Buy |
115,364
+700
| +0.6% | +$17.6K | 1.21% | 16 |
|
|
2024
Q1 | $2.66M | Sell |
114,664
-308
| -0.3% | -$7.14K | 1.17% | 19 |
|
|
2023
Q4 | $2.38M | Buy |
114,972
+9,412
| +9% | +$195K | 1.05% | 23 |
|
|
2023
Q3 | $1.92M | Buy |
105,560
+712
| +0.7% | +$12.9K | 0.96% | 19 |
|
|
2023
Q2 | $1.96M | Buy |
104,848
+9,176
| +10% | +$172K | 0.89% | 28 |
|
|
2023
Q1 | $1.56M | Buy |
95,672
+24,460
| +34% | +$399K | 0.76% | 29 |
|
|
2022
Q4 | $989K | Buy |
71,212
+52,016
| +271% | +$723K | 0.6% | 50 |
|
|
2022
Q3 | $268K | Buy |
+19,196
| New | +$268K | 0.18% | 140 |
|