TA
TFB Advisors’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 | $750K | Buy |
25,674
+987
| +4% | +$28.8K | 0.2% | 123 |
|
|
2025
Q1 | $618K | Buy |
24,687
+182
| +0.7% | +$4.56K | 0.18% | 135 |
|
|
2024
Q4 | $683K | Buy |
24,505
+18,738
| +325% | +$40K | 0.2% | 113 |
|
|
2024
Q3 | $601K | Buy |
5,767
+388
| +7% | +$40.4K | 0.18% | 125 |
|
|
2024
Q2 | $542K | Sell |
5,379
-27
| -0.5% | -$2.72K | 0.18% | 125 |
|
|
2024
Q1 | $480K | Buy |
+5,406
| New | +$480K | 0.17% | 133 |
|
|
2023
Q3 | – | Sell |
-6,646
| Closed | -$498K | – | 202 |
|
|
2023
Q2 | $498K | Buy |
+6,646
| New | +$498K | 0.22% | 106 |
|