BDO Wealth Advisors’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
Q2 | $14.6K | Hold |
776
| – | – | ﹤0.01% | 649 |
|
|
2023
Q1 | $12.7K | Hold |
776
| – | – | ﹤0.01% | 658 |
|
|
2022
Q4 | $10.8K | Sell |
776
-2,396
| -76% | -$33.3K | ﹤0.01% | 673 |
|
|
2022
Q3 | $44K | Buy |
3,172
+2,400
| +311% | +$33.3K | 0.01% | 424 |
|
|
2022
Q2 | $11K | Hold |
772
| – | – | ﹤0.01% | 671 |
|
|
2022
Q1 | $14K | Sell |
772
-4
| -0.5% | -$73 | ﹤0.01% | 670 |
|
|
2021
Q4 | $16K | Hold |
776
| – | – | ﹤0.01% | 659 |
|
|
2021
Q3 | $14K | Hold |
776
| – | – | ﹤0.01% | 679 |
|
|
2021
Q2 | $14K | Hold |
776
| – | – | ﹤0.01% | 701 |
|
|
2021
Q1 | $13K | Sell |
776
-8,776
| -92% | -$147K | ﹤0.01% | 697 |
|
|
2020
Q4 | $153K | Sell |
9,552
-88
| -0.9% | -$1.41K | 0.02% | 256 |
|
|
2020
Q3 | $139K | Hold |
9,640
| – | – | 0.02% | 245 |
|
|
2020
Q2 | $122K | Buy |
9,640
+864
| +10% | +$10.9K | 0.02% | 262 |
|
|
2020
Q1 | $87K | Buy |
8,776
+480
| +6% | +$4.76K | 0.02% | 281 |
|
|
2019
Q4 | $96K | Hold |
8,296
| – | – | 0.02% | 251 |
|
|
2019
Q3 | $87K | Hold |
8,296
| – | – | 0.02% | 264 |
|
|
2019
Q2 | $86K | Buy |
+8,296
| New | +$86K | 0.02% | 255 |
|
|
2019
Q1 | – | Sell |
-6,960
| Closed | -$60K | – | 658 |
|
|
2018
Q4 | $60K | Sell |
6,960
-1,248
| -15% | -$10.8K | 0.02% | 246 |
|
|
2018
Q3 | $84K | Hold |
8,208
| – | – | 0.03% | 233 |
|
|
2018
Q2 | $78K | Buy |
+8,208
| New | +$78K | 0.03% | 239 |
|