Thompson Investment Management’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
Q1 | – | Sell |
-104
| Closed | -$2.9K | – | 497 |
|
|
2024
Q4 | $2.9K | Hold |
104
| – | – | ﹤0.01% | 438 |
|
|
2024
Q3 | $2.71K | Sell |
104
-400
| -79% | -$10.4K | ﹤0.01% | 437 |
|
|
2024
Q2 | $12.7K | Sell |
504
-1,564
| -76% | -$39.4K | ﹤0.01% | 371 |
|
|
2024
Q1 | $47.9K | Buy |
2,068
+504
| +32% | +$11.7K | 0.01% | 264 |
|
|
2023
Q4 | $32.4K | Buy |
+1,564
| New | +$32.4K | 0.01% | 263 |
|