Atlas Financial Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $678K | Buy |
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|
2024
Q3 | $539K | Buy |
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|
2024
Q2 | $467K | Sell |
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|
2024
Q1 | $452K | Sell |
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|
2023
Q4 | $418K | Sell |
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|
2023
Q3 | $754K | Buy |
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|
2023
Q2 | $391K | Buy |
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|
2023
Q1 | $337K | Buy |
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|
2022
Q4 | $277K | Buy |
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|
2022
Q3 | $233K | Buy |
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|
2022
Q2 | $205K | Sell |
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|
2022
Q1 | $268K | Sell |
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|
2021
Q4 | $293K | Buy |
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