YHB Investment 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 | $14M | Sell |
478,119
-17,989
| -4% | -$525K | 1.08% | 23 |
|
|
2025
Q1 | $12.4M | Buy |
496,108
+11,571
| +2% | +$290K | 1.04% | 22 |
|
|
2024
Q4 | $13.5M | Sell |
484,537
-21,959
| -4% | -$612K | 1.11% | 19 |
|
|
2024
Q3 | $13.2M | Buy |
506,496
+18,448
| +4% | +$480K | 1.09% | 22 |
|
|
2024
Q2 | $12.3M | Buy |
488,048
+36,480
| +8% | +$920K | 1.06% | 24 |
|
|
2024
Q1 | $10.5M | Buy |
451,568
+39,976
| +10% | +$927K | 0.93% | 24 |
|
|
2023
Q4 | $8.54M | Buy |
411,592
+17,096
| +4% | +$355K | 0.83% | 30 |
|
|
2023
Q3 | $7.17M | Sell |
394,496
-9,008
| -2% | -$164K | 0.66% | 42 |
|
|
2023
Q2 | $7.56M | Buy |
403,504
+2,652
| +0.7% | +$49.7K | 0.71% | 40 |
|
|
2023
Q1 | $6.53M | Sell |
400,852
-49,316
| -11% | -$803K | 0.65% | 41 |
|
|
2022
Q4 | $6.25M | Sell |
450,168
-53,720
| -11% | -$746K | 0.67% | 44 |
|
|
2022
Q3 | $7.03M | Buy |
503,888
+7,788
| +2% | +$109K | 0.78% | 31 |
|
|
2022
Q2 | $7.19M | Buy |
496,100
+14,004
| +3% | +$203K | 0.76% | 37 |
|
|
2022
Q1 | $9.02M | Buy |
482,096
+29,616
| +7% | +$554K | 0.8% | 33 |
|
|
2021
Q4 | $9.26M | Buy |
452,480
+44,968
| +11% | +$920K | 0.73% | 38 |
|
|
2021
Q3 | $7.54M | Buy |
407,512
+12,688
| +3% | +$235K | 0.65% | 41 |
|
|
2021
Q2 | $7.2M | Buy |
394,824
+1,040
| +0.3% | +$19K | 0.61% | 45 |
|
|
2021
Q1 | $6.92M | Buy |
393,784
+17,128
| +5% | +$301K | 0.6% | 47 |
|
|
2020
Q4 | $6.05M | Buy |
376,656
+23,792
| +7% | +$382K | 0.58% | 49 |
|
|
2020
Q3 | $5.08M | Buy |
+352,864
| New | +$5.08M | 0.55% | 51 |
|