Blue Chip Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $3.04M | Sell |
211,192
-6,440
| -3% | -$92.7K | 2.4% | 6 |
|
|
2020
Q2 | $2.76M | Buy |
217,632
+18,664
| +9% | +$237K | 2.62% | 7 |
|
|
2020
Q1 | $1.98M | Sell |
198,968
-34,584
| -15% | -$344K | 2.47% | 9 |
|
|
2019
Q4 | $2.71M | Buy |
233,552
+3,152
| +1% | +$36.6K | 2.51% | 9 |
|
|
2019
Q3 | $2.42M | Buy |
230,400
+47,848
| +26% | +$502K | 2.52% | 9 |
|
|
2019
Q2 | $1.9M | Buy |
182,552
+4,800
| +3% | +$49.9K | 2% | 14 |
|
|
2019
Q1 | $1.77M | Buy |
177,752
+14,104
| +9% | +$140K | 2% | 15 |
|
|
2018
Q4 | $1.41M | Buy |
163,648
+28,264
| +21% | +$244K | 1.85% | 14 |
|
|
2018
Q3 | $1.39M | Buy |
135,384
+25,744
| +23% | +$264K | 1.4% | 19 |
|
|
2018
Q2 | $1.04M | Buy |
109,640
+29,040
| +36% | +$275K | 1.13% | 29 |
|
|
2018
Q1 | $722K | Buy |
+80,600
| New | +$722K | 0.74% | 36 |
|