Tidemark’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 | $85.8K | Hold |
2,936
| – | – | 0.03% | 189 |
|
|
2025
Q1 | $73.5K | Hold |
2,936
| – | – | 0.03% | 197 |
|
|
2024
Q4 | $81.8K | Hold |
2,936
| – | – | 0.03% | 185 |
|
|
2024
Q3 | $76.5K | Buy |
2,936
+1,600
| +120% | +$41.7K | 0.03% | 179 |
|
|
2024
Q2 | $33.7K | Hold |
1,336
| – | – | 0.02% | 266 |
|
|
2024
Q1 | $31K | Hold |
1,336
| – | – | 0.02% | 293 |
|
|
2023
Q4 | $27.7K | Buy |
+1,336
| New | +$27.7K | 0.02% | 294 |
|