Umpqua Bank’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
$313K Hold
10,740
0.1% 138
2025
Q1
$269K Hold
10,740
0.09% 135
2024
Q4
$295K Hold
10,740
0.1% 131
2024
Q3
$280K Hold
10,740
0.1% 131
2024
Q2
$271K Hold
10,740
0.1% 127
2024
Q1
$249K Buy
+10,740
New +$249K 0.1% 129