Wealth Effects’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 | $382K | Sell |
13,088
-1,140
| -8% | -$33.3K | 0.14% | 119 |
|
|
2025
Q1 | $356K | Sell |
14,228
-100
| -0.7% | -$2.5K | 0.15% | 124 |
|
|
2024
Q4 | $399K | Buy |
14,328
+1,300
| +10% | +$36.2K | 0.14% | 130 |
|
|
2024
Q3 | $339K | Buy |
13,028
+900
| +7% | +$23.4K | 0.12% | 147 |
|
|
2024
Q2 | $306K | Buy |
12,128
+2,716
| +29% | +$68.5K | 0.11% | 147 |
|
|
2024
Q1 | $218K | Buy |
+9,412
| New | +$218K | 0.08% | 188 |
|