Wedmont Private Capital’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 | $1.97M | Buy |
66,773
+387
| +0.6% | +$11.4K | 0.08% | 145 |
|
|
2025
Q1 | $1.62M | Buy |
66,386
+15,029
| +29% | +$366K | 0.08% | 147 |
|
|
2024
Q4 | $1.42M | Buy |
51,357
+22,217
| +76% | +$616K | 0.08% | 158 |
|
|
2024
Q3 | $750K | Buy |
29,140
+6,424
| +28% | +$165K | 0.04% | 268 |
|
|
2024
Q2 | $591K | Buy |
22,716
+24
| +0.1% | +$625 | 0.04% | 302 |
|
|
2024
Q1 | $525K | Sell |
22,692
-4,740
| -17% | -$110K | 0.04% | 310 |
|
|
2023
Q4 | $565K | Buy |
27,432
+3,824
| +16% | +$78.8K | 0.05% | 276 |
|
|
2023
Q3 | $441K | Buy |
23,608
+1,316
| +6% | +$24.6K | 0.04% | 284 |
|
|
2023
Q2 | $427K | Buy |
22,292
+188
| +0.9% | +$3.6K | 0.05% | 285 |
|
|
2023
Q1 | $358K | Buy |
22,104
+32
| +0.1% | +$519 | 0.05% | 291 |
|
|
2022
Q4 | $306K | Buy |
+22,072
| New | +$306K | 0.05% | 330 |
|