AJ Wealth Strategies’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $24.2M | Sell |
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2023
Q1 | $21.3M | Sell |
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|
2022
Q4 | $24.8M | Buy |
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|
2022
Q3 | $6.22M | Sell |
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|
2022
Q2 | $6.67M | Sell |
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|
2022
Q1 | $17.8M | Buy |
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|
2021
Q4 | $4.57M | Sell |
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|
2021
Q3 | $4.24M | Sell |
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|
2021
Q2 | $4.31M | Sell |
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|
2021
Q1 | $3.98M | Sell |
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|
2020
Q4 | $4.24M | Sell |
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|
2020
Q3 | $3.89M | Sell |
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|
2020
Q2 | $4M | Sell |
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|
2020
Q1 | $4.87M | Sell |
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|
2019
Q4 | $5.71M | Sell |
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|
2019
Q3 | $5.17M | Buy |
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|
2019
Q2 | $5.04M | Sell |
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|
2019
Q1 | $4.91M | Sell |
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|
2018
Q4 | $4.66M | Buy |
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|
2018
Q3 | $2.57M | Buy |
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|
2018
Q2 | $2.35M | Buy |
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|
2018
Q1 | $2.18M | Buy |
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|
2017
Q4 | $2.08M | Sell |
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|
2017
Q3 | $1.99M | Buy |
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|
2017
Q2 | $1.9M | Sell |
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|
2017
Q1 | $1.91M | Sell |
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|
2016
Q4 | $1.8M | Buy |
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