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