Total Clarity Wealth 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
Q2 | $859K | Buy |
+29,421
| New | +$859K | 0.25% | 102 |
|
|
2022
Q3 | – | Sell |
-104
| Closed | -$2K | – | 830 |
|
|
2022
Q2 | $2K | Buy |
+104
| New | +$2K | ﹤0.01% | 941 |
|
|
2022
Q1 | – | Sell |
-11,960
| Closed | -$245K | – | 771 |
|
|
2021
Q4 | $245K | Buy |
11,960
+360
| +3% | +$7.38K | 0.11% | 186 |
|
|
2021
Q3 | $215K | Buy |
+11,600
| New | +$215K | 0.1% | 203 |
|
|
2021
Q2 | – | Sell |
-8,640
| Closed | -$140K | – | 635 |
|
|
2021
Q1 | $140K | Buy |
+8,640
| New | +$140K | 0.08% | 207 |
|
|
2020
Q1 | – | Sell |
-4,640
| Closed | -$54K | – | 512 |
|
|
2019
Q4 | $54K | Buy |
+4,640
| New | +$54K | 0.04% | 254 |
|