Wolff Financial 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 | $250K | Hold |
8,553
| – | – | 0.06% | 88 |
|
|
2025
Q1 | $214K | Sell |
8,553
-1,558
| -15% | -$39K | 0.06% | 94 |
|
|
2024
Q4 | $282K | Buy |
10,111
+899
| +10% | +$25.1K | 0.08% | 82 |
|
|
2024
Q3 | $240K | Buy |
+9,212
| New | +$240K | 0.07% | 91 |
|
|
2024
Q2 | – | Sell |
-10,472
| Closed | -$243K | – | 79 |
|
|
2024
Q1 | $243K | Hold |
10,472
| – | – | 0.07% | 91 |
|
|
2023
Q4 | $217K | Buy |
+10,472
| New | +$217K | 0.07% | 92 |
|
|
2023
Q2 | – | Sell |
-13,804
| Closed | -$225K | – | 83 |
|
|
2023
Q1 | $225K | Buy |
+13,804
| New | +$225K | 0.08% | 95 |
|