Tiller Private Wealth’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 | $506K | Sell |
17,315
-3,173
| -15% | -$92.7K | 0.19% | 25 |
|
|
2025
Q1 | $513K | Buy |
20,488
+500
| +3% | +$12.5K | 0.21% | 27 |
|
|
2024
Q4 | $557K | Sell |
19,988
-28
| -0.1% | -$780 | 0.24% | 25 |
|
|
2024
Q3 | $521K | Hold |
20,016
| – | – | 0.22% | 27 |
|
|
2024
Q2 | $505K | Buy |
20,016
+1,896
| +10% | +$47.8K | 0.22% | 26 |
|
|
2024
Q1 | $420K | Hold |
18,120
| – | – | 0.19% | 29 |
|
|
2023
Q4 | $376K | Hold |
18,120
| – | – | 0.19% | 31 |
|
|
2023
Q3 | $329K | Hold |
18,120
| – | – | 0.18% | 34 |
|
|
2023
Q2 | $340K | Hold |
18,120
| – | – | 0.18% | 34 |
|
|
2023
Q1 | $295K | Sell |
18,120
-4,800
| -21% | -$78.2K | 0.17% | 37 |
|
|
2022
Q4 | $318K | Hold |
22,920
| – | – | 0.19% | 40 |
|
|
2022
Q3 | $320K | Hold |
22,920
| – | – | 0.21% | 38 |
|
|
2022
Q2 | $332K | Hold |
22,920
| – | – | 0.2% | 41 |
|
|
2022
Q1 | $429K | Buy |
22,920
+360
| +2% | +$6.74K | 0.25% | 31 |
|
|
2021
Q4 | $462K | Hold |
22,560
| – | – | 0.29% | 29 |
|
|
2021
Q3 | $418K | Hold |
22,560
| – | – | 0.32% | 28 |
|
|
2021
Q2 | $412K | Hold |
22,560
| – | – | 0.44% | 27 |
|
|
2021
Q1 | $366K | Hold |
22,560
| – | – | 0.46% | 21 |
|
|
2020
Q4 | $362K | Hold |
22,560
| – | – | 0.49% | 22 |
|
|
2020
Q3 | $325K | Hold |
22,560
| – | – | 0.6% | 18 |
|
|
2020
Q2 | $286K | Hold |
22,560
| – | – | 0.58% | 20 |
|
|
2020
Q1 | $225K | Hold |
22,560
| – | – | 0.26% | 28 |
|
|
2019
Q4 | $262K | Hold |
22,560
| – | – | 0.21% | 30 |
|
|
2019
Q3 | $237K | Hold |
22,560
| – | – | 0.2% | 31 |
|
|
2019
Q2 | $235K | Hold |
22,560
| – | – | 0.2% | 29 |
|
|
2019
Q1 | $224K | Buy |
+22,560
| New | +$224K | 0.19% | 30 |
|
|
2018
Q4 | – | Sell |
-24,800
| Closed | -$254K | – | 43 |
|
|
2018
Q3 | $254K | Hold |
24,800
| – | – | 0.18% | 31 |
|
|
2018
Q2 | $235K | Hold |
24,800
| – | – | 0.16% | 36 |
|
|
2018
Q1 | $222K | Sell |
24,800
-1,824
| -7% | -$16.3K | 0.16% | 36 |
|
|
2017
Q4 | $235K | Buy |
+26,624
| New | +$235K | 0.18% | 34 |
|