Beacon Pointe Wealth Advisors’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | $1.93M | Sell |
166,008
-5,008
| -3% | -$58.2K | 0.36% | 59 |
|
|
2019
Q3 | $1.8M | Buy |
171,016
+66,240
| +63% | +$697K | 0.38% | 58 |
|
|
2019
Q2 | $1.09M | Buy |
104,776
+43,064
| +70% | +$448K | 0.23% | 94 |
|
|
2019
Q1 | $613K | Sell |
61,712
-26,808
| -30% | -$266K | 0.14% | 130 |
|
|
2018
Q4 | $763K | Buy |
+88,520
| New | +$763K | 0.28% | 95 |
|