Vise Technologies’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 | $443K | Buy |
+15,156
| New | +$443K | 0.02% | 691 |
|
2024
Q4 | – | Sell |
-12,304
| Closed | -$320K | – | 837 |
|
2024
Q3 | $320K | Buy |
+12,304
| New | +$320K | 0.04% | 426 |
|
2022
Q2 | – | Sell |
-31,592
| Closed | -$591K | – | 319 |
|
2022
Q1 | $591K | Sell |
31,592
-11,480
| -27% | -$215K | 0.22% | 110 |
|
2021
Q4 | $882K | Buy |
+43,072
| New | +$882K | 0.24% | 68 |
|