True Vision MN’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 | $2.49M | Sell |
85,081
-3,206
| -4% | -$93.6K | 1.37% | 19 |
|
2025
Q1 | $2.21M | Sell |
88,287
-2,427
| -3% | -$60.8K | 1.32% | 19 |
|
2024
Q4 | $2.53M | Sell |
90,714
-3,694
| -4% | -$103K | 1.5% | 14 |
|
2024
Q3 | $2.46M | Sell |
94,408
-1,172
| -1% | -$30.5K | 1.47% | 15 |
|
2024
Q2 | $2.41M | Buy |
95,580
+772
| +0.8% | +$19.5K | 1.57% | 16 |
|
2024
Q1 | $2.15M | Sell |
94,808
-2,304
| -2% | -$52.2K | 1.51% | 16 |
|
2023
Q4 | $2.01M | Buy |
+97,112
| New | +$2.01M | 1.62% | 16 |
|