Wealth 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 | $223K | Sell |
7,633
-43,118
| -85% | -$1.26M | 0.22% | 80 |
|
|
2025
Q1 | $1.27M | Buy |
50,751
+10,014
| +25% | +$251K | 0.82% | 29 |
|
|
2024
Q4 | $1.14M | Buy |
40,737
+11,805
| +41% | +$329K | 0.73% | 33 |
|
|
2024
Q3 | $754K | Buy |
28,932
+12,316
| +74% | +$321K | 0.51% | 47 |
|
|
2024
Q2 | $419K | Sell |
16,616
-992
| -6% | -$25K | 0.3% | 81 |
|
|
2024
Q1 | $408K | Buy |
+17,608
| New | +$408K | 0.31% | 79 |
|