WMG Financial 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 | $771K | Buy |
26,379
+2,443
| +10% | +$71.4K | 0.29% | 54 |
|
|
2025
Q1 | $599K | Buy |
23,936
+3,672
| +18% | +$91.9K | 0.25% | 62 |
|
|
2024
Q4 | $565K | Buy |
20,264
+492
| +2% | +$13.7K | 0.24% | 65 |
|
|
2024
Q3 | $515K | Buy |
19,772
+800
| +4% | +$20.8K | 0.23% | 66 |
|
|
2024
Q2 | $478K | Sell |
18,972
-2,236
| -11% | -$56.4K | 0.25% | 62 |
|
|
2024
Q1 | $492K | Buy |
+21,208
| New | +$492K | 0.28% | 62 |
|