Ahrens Investment Partners’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
2023
Q1
$88.2K Buy
+5,412
New +$88.2K 0.04% 233
2022
Q3
Sell
-5,388
Closed -$78K 752
2022
Q2
$78K Sell
5,388
-1,096
-17% -$15.9K 0.03% 263
2022
Q1
$121K Sell
6,484
-9,404
-59% -$175K 0.04% 242
2021
Q4
$325K Buy
+15,888
New +$325K 0.14% 132