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Aspire Private Capital’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Aspire Private Capital’s Portfolio SCHG Stock Details SCHG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-3,508
Closed -$63.8K – 734
2023
Q3 		$63.8K Buy
+3,508
New +$66K 0.02% 195

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RJFSA
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Aspire Private Capital's SCHG Position: Q4 2023 in Review

Aspire Private Capital sold out of Schwab US Large-Cap Growth ETF (SCHG) in Q4 2023, closing a stake of 3,508 shares — an estimated $63.8K sold.

Aspire Private Capital first reported a position in SCHG in Q3 2023 and held it in 1 quarter. The position peaked at $63.8K in Q3 2023. 1,096 funds tracked by Wall St. Rank hold SCHG as of Q4 2023.

  • Aspire Private Capital reported no remaining Schwab US Large-Cap Growth ETF position as of Q4 2023 after selling out during the quarter.
  • Aspire Private Capital sold 3,508 Schwab US Large-Cap Growth ETF shares in Q4 2023, an estimated $63.8K.
  • Aspire Private Capital first reported a position in Schwab US Large-Cap Growth ETF in Q3 2023 and held it in 1 quarter.
  • Aspire Private Capital's Schwab US Large-Cap Growth ETF position peaked at $63.8K in Q3 2023.
  • 1,096 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q4 2023.

Based on Aspire Private Capital's 13F filing for Q4 2023, filed 1 Feb 2024.