Visionary Horizons’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 | $28M | Sell |
959,324
-23,178
| -2% | -$677K | 17.73% | 1 |
|
|
2025
Q1 | $24.6M | Sell |
982,502
-91,892
| -9% | -$2.3M | 17.33% | 1 |
|
|
2024
Q4 | $29.9M | Buy |
1,074,394
+28,666
| +3% | +$799K | 19.65% | 1 |
|
|
2024
Q3 | $27.2M | Buy |
1,045,728
+21,776
| +2% | +$567K | 18.21% | 1 |
|
|
2024
Q2 | $25.8M | Buy |
1,023,952
+94,276
| +10% | +$2.38M | 18.88% | 1 |
|
|
2024
Q1 | $21.4M | Buy |
929,676
+60,192
| +7% | +$1.38M | 16.6% | 1 |
|
|
2023
Q4 | $18M | Buy |
+869,484
| New | +$18M | 14.62% | 2 |
|