Toth Financial Advisory’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 | $86.5K | Buy |
2,960
+64
| +2% | +$1.87K | 0.01% | 255 |
|
|
2025
Q1 | $72.5K | Sell |
2,896
-190
| -6% | -$4.76K | 0.01% | 259 |
|
|
2024
Q4 | $86K | Buy |
3,086
+26
| +0.8% | +$725 | 0.01% | 253 |
|
|
2024
Q3 | $79.7K | Buy |
3,060
+48
| +2% | +$1.25K | 0.01% | 248 |
|
|
2024
Q2 | $76K | Sell |
3,012
-848
| -22% | -$21.4K | 0.01% | 258 |
|
|
2024
Q1 | $89.4K | Buy |
3,860
+48
| +1% | +$1.11K | 0.01% | 247 |
|
|
2023
Q4 | $79.1K | Sell |
3,812
-408
| -10% | -$8.47K | 0.01% | 256 |
|
|
2023
Q3 | $76.7K | Sell |
4,220
-5,516
| -57% | -$100K | 0.01% | 232 |
|
|
2023
Q2 | $182K | Buy |
9,736
+8,680
| +822% | +$163K | 0.03% | 200 |
|
|
2023
Q1 | $17.2K | Buy |
1,056
+268
| +34% | +$4.37K | ﹤0.01% | 400 |
|
|
2022
Q4 | $11K | Buy |
788
+208
| +36% | +$2.89K | ﹤0.01% | 433 |
|
|
2022
Q3 | $8K | Buy |
580
+352
| +154% | +$4.86K | ﹤0.01% | 496 |
|
|
2022
Q2 | $3K | Buy |
+228
| New | +$3K | ﹤0.01% | 566 |
|