WealthCare Investment 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 | $559K | Buy |
19,003
+36
| +0.2% | +$1.06K | 0.2% | 97 |
|
|
2025
Q1 | $437K | Buy |
18,967
+630
| +3% | +$14.5K | 0.19% | 103 |
|
|
2024
Q4 | $511K | Sell |
18,337
-123
| -0.7% | -$3.42K | 0.22% | 90 |
|
|
2024
Q3 | $475K | Sell |
18,460
-1,076
| -6% | -$27.7K | 0.21% | 91 |
|
|
2024
Q2 | $492K | Buy |
19,536
+164
| +0.8% | +$4.13K | 0.23% | 85 |
|
|
2024
Q1 | $449K | Buy |
19,372
+1,164
| +6% | +$27K | 0.22% | 89 |
|
|
2023
Q4 | $375K | Buy |
18,208
+2,032
| +13% | +$41.9K | 0.2% | 91 |
|
|
2023
Q3 | $297K | Sell |
16,176
-376
| -2% | -$6.9K | 0.18% | 89 |
|
|
2023
Q2 | $310K | Buy |
16,552
+20
| +0.1% | +$375 | 0.19% | 86 |
|
|
2023
Q1 | $269K | Buy |
+16,532
| New | +$269K | 0.16% | 103 |
|