United Capital Financial Advisors’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

United Capital Financial Advisors’s Portfolio SCHG Stock Details SCHG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$59.1M	Sell	2,023,549 -172,890	-8%	-$5.05M	0.48%	40
2025 Q1	$55M	Sell	2,196,439 -35,884	-2%	-$899K	0.47%	40
2024 Q4	$62.2M	Sell	2,232,323 -47,645	-2%	-$1.33M	0.53%	41
2024 Q3	$59.4M	Sell	2,279,968 -107,632	-5%	-$2.8M	0.49%	46
2024 Q2	$60.2M	Sell	2,387,600 -64,080	-3%	-$1.62M	0.52%	45
2024 Q1	$56.8M	Sell	2,451,680 -68,748	-3%	-$1.59M	0.47%	46
2023 Q4	$52.3M	Sell	2,520,428 -224,068	-8%	-$4.65M	0.43%	47
2023 Q3	$49.9M	Sell	2,744,496 -160,000	-6%	-$2.91M	0.33%	68
2023 Q2	$54.4M	Sell	2,904,496 -261,956	-8%	-$4.91M	0.3%	69
2023 Q1	$51.6M	Sell	3,166,452 -113,460	-3%	-$1.85M	0.29%	72
2022 Q4	$45.6M	Sell	3,279,912 -517,236	-14%	-$7.18M	0.26%	81
2022 Q3	$53M	Sell	3,797,148 -329,480	-8%	-$4.6M	0.31%	69
2022 Q2	$59.8M	Sell	4,126,628 -95,708	-2%	-$1.39M	0.33%	68
2022 Q1	$79M	Sell	4,222,336 -203,568	-5%	-$3.81M	0.38%	50
2021 Q4	$90.6M	Sell	4,425,904 -211,336	-5%	-$4.33M	0.42%	45
2021 Q3	$85.8M	Sell	4,637,240 -282,504	-6%	-$5.23M	0.43%	44
2021 Q2	$89.8M	Sell	4,919,744 -303,712	-6%	-$5.54M	0.45%	42
2021 Q1	$84.7M	Sell	5,223,456 -238,432	-4%	-$3.87M	0.47%	42
2020 Q4	$87.7M	Sell	5,461,888 -372,664	-6%	-$5.98M	0.53%	34
2020 Q3	$84M	Sell	5,834,552 -990,472	-15%	-$14.3M	0.55%	29
2020 Q2	$86.6M	Sell	6,825,024 -517,576	-7%	-$6.57M	0.63%	20
2020 Q1	$73.1M	Sell	7,342,600 -86,808	-1%	-$864K	0.6%	24
2019 Q4	$86.3M	Buy	7,429,408 +141,520	+2%	+$1.64M	0.56%	27
2019 Q3	$76.5M	Buy	7,287,888 +210,480	+3%	+$2.21M	0.54%	28
2019 Q2	$73.6M	Buy	7,077,408 +307,168	+5%	+$3.19M	0.48%	37
2019 Q1	$67.2M	Buy	6,770,240 +531,552	+9%	+$5.28M	0.47%	36
2018 Q4	$53.8M	Sell	6,238,688 -58,272	-0.9%	-$502K	0.43%	49
2018 Q3	$64.6M	Sell	6,296,960 -224,912	-3%	-$2.31M	0.45%	43
2018 Q2	$61.8M	Buy	6,521,872 +260,208	+4%	+$2.46M	0.46%	41
2018 Q1	$56.1M	Buy	6,261,664 +5,079,008	+429%	+$45.5M	0.43%	45
2017 Q4	$10.5M	Buy	1,182,656 +10,968	+0.9%	+$96.9K	0.08%	290
2017 Q3	$9.68M	Sell	1,171,688 -3,640	-0.3%	-$30.1K	0.08%	290
2017 Q2	$9.29M	Buy	1,175,328 +87,232	+8%	+$689K	0.08%	280
2017 Q1	$8.23M	Sell	1,088,096 -22,272	-2%	-$168K	0.08%	300
2016 Q4	$7.75M	Buy	1,110,368 +101,216	+10%	+$706K	0.08%	309
2016 Q3	$7M	Sell	1,009,152 -192,288	-16%	-$1.33M	0.07%	326
2016 Q2	$7.81M	Sell	1,201,440 -80,656	-6%	-$524K	0.08%	297
2016 Q1	$8.4M	Sell	1,282,096 -284,536	-18%	-$1.86M	0.09%	241
2015 Q4	$10.3M	Sell	1,566,632 -268,880	-15%	-$1.78M	0.12%	190
2015 Q3	$11.5M	Sell	1,835,512 -160,208	-8%	-$1M	0.14%	162
2015 Q2	$13.4M	Sell	1,995,720 -166,704	-8%	-$1.12M	0.16%	154
2015 Q1	$14.5M	Buy	2,162,424 +59,344	+3%	+$399K	0.18%	136
2014 Q4	$13.6M	Buy	2,103,080 +542,216	+35%	+$3.51M	0.2%	126
2014 Q3	$9.6M	Buy	1,560,864 +50,872	+3%	+$313K	0.17%	158
2014 Q2	$9.16M	Buy	1,509,992 +3,776	+0.3%	+$22.9K	0.17%	157
2014 Q1	$8.66M	Buy	1,506,216 +93,680	+7%	+$539K	0.18%	131
2013 Q4	$7.99M	Buy	1,412,536 +378,096	+37%	+$2.14M	0.27%	103
2013 Q3	$5.31M	Buy	1,034,440 +185,992	+22%	+$955K	0.17%	137
2013 Q2	$4.04M	Buy	+848,448	New	+$4.04M	0.11%	219