Von Berge Wealth Management Group’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 | $5.32M | Sell |
179,350
-4,581
| -2% | -$136K | 2.99% | 9 |
|
|
2025
Q1 | $4.58M | Buy |
183,931
+333
| +0.2% | +$8.3K | 2.96% | 9 |
|
|
2024
Q4 | $5.24M | Sell |
183,598
-578,702
| -76% | -$16.5M | 3.17% | 9 |
|
|
2024
Q3 | $5.18M | Buy |
762,300
+541,568
| +245% | +$3.68M | 3.2% | 9 |
|
|
2024
Q2 | $5.61M | Sell |
220,732
-1,152
| -0.5% | -$29.3K | 3.57% | 9 |
|
|
2024
Q1 | $5.14M | Buy |
221,884
+15,152
| +7% | +$351K | 3.31% | 9 |
|
|
2023
Q4 | $4.32M | Sell |
206,732
-28,920
| -12% | -$604K | 3.32% | 9 |
|
|
2023
Q3 | $4.28M | Sell |
235,652
-10,924
| -4% | -$199K | 3.66% | 9 |
|
|
2023
Q2 | $4.62M | Sell |
246,576
-340
| -0.1% | -$6.37K | 3.83% | 9 |
|
|
2023
Q1 | $4.03M | Sell |
246,916
-1,436
| -0.6% | -$23.4K | 3.6% | 9 |
|
|
2022
Q4 | $3.8M | Buy |
248,352
+6,068
| +3% | +$92.8K | 3.42% | 9 |
|
|
2022
Q3 | $3.38M | Buy |
242,284
+9,648
| +4% | +$134K | 3.59% | 8 |
|
|
2022
Q2 | $3.43M | Buy |
232,636
+25,632
| +12% | +$378K | 3.56% | 8 |
|
|
2022
Q1 | $3.63M | Buy |
207,004
+3,420
| +2% | +$60K | 3.31% | 9 |
|
|
2021
Q4 | $3.8M | Buy |
+203,584
| New | +$3.8M | 3.5% | 8 |
|