Baldwin Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-6,156
| Closed | -$160K | – | 858 |
|
|
2024
Q3 | $160K | Buy |
+6,156
| New | +$160K | 0.01% | 359 |
|
|
2023
Q4 | – | Sell |
-9,848
| Closed | -$179K | – | 773 |
|
|
2023
Q3 | $179K | Buy |
+9,848
| New | +$179K | 0.02% | 232 |
|
|
2023
Q2 | – | Sell |
-4,280
| Closed | -$69.7K | – | 793 |
|
|
2023
Q1 | $69.7K | Buy |
+4,280
| New | +$69.7K | 0.01% | 368 |
|