Veery Capital’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 | $38.3M | Buy |
1,310,038
+67,651
| +5% | +$1.98M | 13.16% | 1 |
|
|
2025
Q1 | $31.1M | Sell |
1,242,387
-7,723
| -0.6% | -$193K | 12.1% | 1 |
|
|
2024
Q4 | $34.8M | Buy |
1,250,110
+223,882
| +22% | +$6.24M | 13.33% | 1 |
|
|
2024
Q3 | $26.7M | Buy |
1,026,228
+693,020
| +208% | +$18M | 10.03% | 1 |
|
|
2024
Q2 | $8.4M | Buy |
333,208
+51,960
| +18% | +$1.31M | 3.4% | 8 |
|
|
2024
Q1 | $6.52M | Sell |
281,248
-676
| -0.2% | -$15.7K | 2.67% | 10 |
|
|
2023
Q4 | $5.85M | Buy |
281,924
+464
| +0.2% | +$9.62K | 2.62% | 10 |
|
|
2023
Q3 | $5.12M | Sell |
281,460
-336
| -0.1% | -$6.11K | 2.49% | 10 |
|
|
2023
Q2 | $5.28M | Buy |
281,796
+2,980
| +1% | +$55.8K | 2.49% | 10 |
|
|
2023
Q1 | $4.54M | Buy |
278,816
+12,456
| +5% | +$203K | 2.42% | 10 |
|
|
2022
Q4 | $3.7M | Sell |
266,360
-16,468
| -6% | -$229K | 2.19% | 10 |
|
|
2022
Q3 | $3.95M | Buy |
282,828
+10,652
| +4% | +$149K | 2.52% | 9 |
|
|
2022
Q2 | $3.95M | Buy |
272,176
+40,488
| +17% | +$587K | 2.43% | 9 |
|
|
2022
Q1 | $4.33M | Sell |
231,688
-12,568
| -5% | -$235K | 2.4% | 9 |
|
|
2021
Q4 | $5M | Buy |
244,256
+5,976
| +3% | +$122K | 2.63% | 10 |
|
|
2021
Q3 | $4.41M | Sell |
238,280
-4,288
| -2% | -$79.4K | 2.5% | 9 |
|
|
2021
Q2 | $4.43M | Sell |
242,568
-32,432
| -12% | -$592K | 2.58% | 9 |
|
|
2021
Q1 | $4.46M | Sell |
275,000
-152
| -0.1% | -$2.47K | 2.82% | 9 |
|
|
2020
Q4 | $4.42M | Buy |
+275,152
| New | +$4.42M | 2.98% | 9 |
|