White Lighthouse Investment Management’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 | $443K | Buy |
15,179
+505
| +3% | +$14.8K | 0.07% | 100 |
|
|
2025
Q1 | $367K | Buy |
14,674
+19
| +0.1% | +$476 | 0.07% | 98 |
|
|
2024
Q4 | $408K | Buy |
14,655
+67
| +0.5% | +$1.87K | 0.07% | 100 |
|
|
2024
Q3 | $380K | Hold |
14,588
| – | – | 0.07% | 100 |
|
|
2024
Q2 | $368K | Buy |
14,588
+140
| +1% | +$3.53K | 0.07% | 99 |
|
|
2024
Q1 | $335K | Sell |
14,448
-1,300
| -8% | -$30.1K | 0.07% | 101 |
|
|
2023
Q4 | $327K | Sell |
15,748
-5,600
| -26% | -$116K | 0.07% | 98 |
|
|
2023
Q3 | $388K | Sell |
21,348
-668
| -3% | -$12.1K | 0.09% | 89 |
|
|
2023
Q2 | $413K | Sell |
22,016
-152
| -0.7% | -$2.85K | 0.1% | 85 |
|
|
2023
Q1 | $361K | Buy |
22,168
+1,688
| +8% | +$27.5K | 0.09% | 89 |
|
|
2022
Q4 | $284K | Buy |
+20,480
| New | +$284K | 0.08% | 96 |
|