Wealthspan 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 | $1.04M | Buy |
35,611
+20,573
| +137% | +$601K | 0.43% | 42 |
|
|
2025
Q1 | $377K | Sell |
15,038
-2,615
| -15% | -$65.5K | 0.17% | 78 |
|
|
2024
Q4 | $492K | Buy |
17,653
+1,433
| +9% | +$39.9K | 0.24% | 68 |
|
|
2024
Q3 | $422K | Sell |
16,220
-2,100
| -11% | -$54.7K | 0.21% | 73 |
|
|
2024
Q2 | $462K | Buy |
18,320
+3,896
| +27% | +$98.2K | 0.25% | 62 |
|
|
2024
Q1 | $334K | Buy |
+14,424
| New | +$334K | 0.2% | 74 |
|