United Advisor Group’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 | Buy |
85,267
+52,040
| +157% | +$1.52M | 0.43% | 64 |
|
|
2025
Q1 | $832K | Sell |
33,227
-6,934
| -17% | -$174K | 0.17% | 133 |
|
|
2024
Q4 | $1.12M | Buy |
40,161
+19,709
| +96% | +$549K | 0.22% | 110 |
|
|
2024
Q3 | $533K | Sell |
20,452
-15,964
| -44% | -$416K | 0.12% | 179 |
|
|
2024
Q2 | $918K | Buy |
36,416
+14,588
| +67% | +$368K | 0.29% | 85 |
|
|
2024
Q1 | $506K | Buy |
+21,828
| New | +$506K | 0.19% | 113 |
|