Vista Capital Partners’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 | $353K | Sell |
12,077
-283
| -2% | -$8.27K | 0.04% | 88 |
|
|
2025
Q1 | $309K | Sell |
12,360
-1,320
| -10% | -$33.1K | 0.04% | 83 |
|
|
2024
Q4 | $381K | Hold |
13,680
| – | – | 0.04% | 74 |
|
|
2024
Q3 | $356K | Buy |
13,680
+3,604
| +36% | +$93.9K | 0.04% | 72 |
|
|
2024
Q2 | $254K | Sell |
10,076
-176
| -2% | -$4.44K | 0.03% | 77 |
|
|
2024
Q1 | $238K | Sell |
10,252
-652
| -6% | -$15.1K | 0.03% | 82 |
|
|
2023
Q4 | $226K | Buy |
+10,904
| New | +$226K | 0.03% | 81 |
|
|
2023
Q3 | – | Sell |
-13,104
| Closed | -$246K | – | 87 |
|
|
2023
Q2 | $246K | Buy |
+13,104
| New | +$246K | 0.03% | 81 |
|
|
2022
Q2 | – | Sell |
-10,904
| Closed | -$204K | – | 97 |
|
|
2022
Q1 | $204K | Buy |
+10,904
| New | +$204K | 0.03% | 88 |
|