WIA
World Investment Advisors’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $39.2M | Buy |
1,343,084
+821,622
| +158% | +$24M | 0.89% | 18 |
|
|
2025
Q1 | $13.1M | Sell |
521,462
-667,383
| -56% | -$16.7M | 0.34% | 59 |
|
|
2024
Q4 | $33.1M | Buy |
1,188,845
+1,089,236
| +1,094% | +$30.4M | 0.91% | 18 |
|
|
2024
Q3 | $10.4M | Sell |
99,609
-308,722
| -76% | -$32.2M | 0.33% | 71 |
|
|
2024
Q2 | $41.2M | Buy |
408,331
+60,864
| +18% | +$6.14M | 2.56% | 4 |
|
|
2024
Q1 | $32.2M | Sell |
347,467
-3,034
| -0.9% | -$281K | 4.61% | 2 |
|
|
2023
Q4 | $29.1M | Buy |
350,501
+302,422
| +629% | +$25.1M | 3.78% | 4 |
|
|
2023
Q3 | $3.5M | Sell |
48,079
-211,217
| -81% | -$15.4M | 0.69% | 30 |
|
|
2023
Q2 | $19.4M | Buy |
259,296
+30,143
| +13% | +$2.26M | 3.76% | 5 |
|
|
2023
Q1 | $14.9M | Buy |
229,153
+198,929
| +658% | +$13M | 3.11% | 7 |
|
|
2022
Q4 | $1.68M | Sell |
30,224
-196,391
| -87% | -$10.9M | 0.39% | 52 |
|
|
2022
Q3 | $12.6M | Sell |
226,615
-466
| -0.2% | -$26K | 3% | 7 |
|
|
2022
Q2 | $15.2M | Buy |
227,081
+205,721
| +963% | +$13.7M | 3.18% | 7 |
|
|
2022
Q1 | $1.6M | Buy |
21,360
+10,315
| +93% | +$772K | 0.33% | 55 |
|
|
2021
Q4 | $1.63M | Sell |
11,045
-89,479
| -89% | -$13.2M | 0.34% | 52 |
|
|
2021
Q3 | $14.9M | Buy |
100,524
+4,372
| +5% | +$647K | 3.37% | 7 |
|
|
2021
Q2 | $14M | Sell |
96,152
-51,209
| -35% | -$7.47M | 3.21% | 7 |
|
|
2021
Q1 | $19.4M | Buy |
147,361
+136,876
| +1,305% | +$18M | 4.67% | 4 |
|
|
2020
Q4 | $1.43M | Sell |
10,485
-86,002
| -89% | -$11.8M | 0.36% | 53 |
|
|
2020
Q3 | $11.1M | Sell |
96,487
-1,255
| -1% | -$145K | 3.8% | 7 |
|
|
2020
Q2 | $11M | Buy |
97,742
+2,008
| +2% | +$226K | 3.84% | 7 |
|
|
2020
Q1 | $7.63M | Sell |
95,734
-3,502
| -4% | -$279K | 3.54% | 7 |
|
|
2019
Q4 | $9.22M | Buy |
99,236
+84,946
| +594% | +$7.89M | 3.6% | 8 |
|
|
2019
Q3 | $1.2M | Sell |
14,290
-109,311
| -88% | -$9.19M | 0.51% | 26 |
|
|
2019
Q2 | $10.3M | Buy |
123,601
+8,165
| +7% | +$681K | 4.55% | 6 |
|
|
2019
Q1 | $9.17M | Buy |
115,436
+3,443
| +3% | +$273K | 4.17% | 6 |
|
|
2018
Q4 | $8.58M | Buy |
+111,993
| New | +$8.58M | 3.85% | 5 |
|