55I LLC’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $34.1M | Buy |
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|
2022
Q2 | $12.1M | Buy |
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|
2022
Q1 | $15M | Buy |
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|
2021
Q4 | $13.2M | Buy |
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|
2021
Q3 | $6.84M | Buy |
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|
2021
Q2 | $3.05M | Buy |
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|
2021
Q1 | $1.4M | Sell |
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|
2020
Q4 | $1.46M | Buy |
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|
2020
Q3 | $1.11M | Sell |
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|
2020
Q2 | $1.05M | Sell |
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|
2020
Q1 | $904K | Buy |
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|
2019
Q4 | $306K | Buy |
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|
2019
Q3 | $227K | Sell |
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|
2019
Q2 | $266K | Buy |
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|
2019
Q1 | $215K | Sell |
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|
2018
Q4 | $222K | Buy |
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