Vanguard Capital Wealth Advisors’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 | $578K | Sell |
19,794
-6,834
| -26% | -$200K | 0.57% | 43 |
|
|
2025
Q1 | $667K | Buy |
26,628
+11,775
| +79% | +$295K | 0.82% | 31 |
|
|
2024
Q4 | $414K | Buy |
14,853
+3,669
| +33% | +$102K | 0.45% | 51 |
|
|
2024
Q3 | $291K | Buy |
+11,184
| New | +$291K | 0.31% | 74 |
|
|
2019
Q4 | $130K | Buy |
+11,208
| New | +$130K | 0.14% | 130 |
|
|
2019
Q2 | – | Sell |
-25,760
| Closed | -$255K | – | 134 |
|
|
2019
Q1 | $255K | Sell |
25,760
-5,312
| -17% | -$52.6K | 0.32% | 90 |
|
|
2018
Q4 | $267K | Buy |
+31,072
| New | +$267K | 0.4% | 75 |
|
|
2018
Q1 | – | Sell |
-207,064
| Closed | -$1.65M | – | 129 |
|
|
2017
Q4 | $1.65M | Buy |
+207,064
| New | +$1.65M | 2.07% | 11 |
|