West Paces Advisors’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 | $73.3K | Buy |
2,508
+800
| +47% | +$23.4K | 0.02% | 164 |
|
|
2025
Q1 | $42.8K | Hold |
1,708
| – | – | 0.01% | 245 |
|
|
2024
Q4 | $47.6K | Hold |
1,708
| – | – | 0.01% | 238 |
|
|
2024
Q3 | $44.5K | Hold |
1,708
| – | – | 0.01% | 250 |
|
|
2024
Q2 | $43.1K | Hold |
1,708
| – | – | 0.01% | 235 |
|
|
2024
Q1 | $39.6K | Hold |
1,708
| – | – | 0.01% | 256 |
|
|
2023
Q4 | $35.4K | Hold |
1,708
| – | – | 0.01% | 256 |
|
|
2023
Q3 | $31.1K | Hold |
1,708
| – | – | 0.01% | 255 |
|
|
2023
Q2 | $32K | Sell |
1,708
-40
| -2% | -$750 | 0.01% | 262 |
|
|
2023
Q1 | $28.5K | Hold |
1,748
| – | – | 0.01% | 273 |
|
|
2022
Q4 | $24.3K | Hold |
1,748
| – | – | 0.01% | 273 |
|
|
2022
Q3 | $24.4K | Buy |
+1,748
| New | +$24.4K | 0.01% | 264 |
|