BerganKDV Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $4.87M | Sell |
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|
2023
Q1 | $4.26M | Sell |
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|
2022
Q4 | $3.64M | Sell |
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|
2022
Q3 | $4.3M | Sell |
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|
2022
Q2 | $4.98M | Sell |
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|
2022
Q1 | $6.62M | Sell |
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|
2021
Q4 | $7.35M | Sell |
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|
2021
Q3 | $6.88M | Buy |
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|
2021
Q2 | $6.74M | Sell |
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|
2021
Q1 | $7.31M | Sell |
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|
2020
Q4 | $7.37M | Sell |
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|
2020
Q3 | $6.94M | Sell |
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|
2020
Q2 | $6.98M | Sell |
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|
2020
Q1 | $6.41M | Buy |
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|
2019
Q4 | $6.04M | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $32K | Hold |
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|
2019
Q1 | $31K | Hold |
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|
2018
Q4 | $27K | Hold |
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|
2018
Q3 | $32K | Hold |
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|
2018
Q2 | $29K | Buy |
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