Trust Company of the South’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 | $290K | Hold |
9,920
| – | – | 0.05% | 108 |
|
|
2025
Q1 | $248K | Hold |
9,920
| – | – | 0.05% | 111 |
|
|
2024
Q4 | $276K | Hold |
9,920
| – | – | 0.06% | 105 |
|
|
2024
Q3 | $258K | Hold |
9,920
| – | – | 0.05% | 115 |
|
|
2024
Q2 | $250K | Hold |
9,920
| – | – | 0.06% | 101 |
|
|
2024
Q1 | $230K | Hold |
9,920
| – | – | 0.05% | 108 |
|
|
2023
Q4 | $206K | Buy |
+9,920
| New | +$206K | 0.05% | 113 |
|