BFA
BMS Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $428K | Sell |
5,707
-4,828
| -46% | -$362K | 0.28% | 62 |
|
|
2023
Q1 | $687K | Buy |
+10,535
| New | +$687K | 0.47% | 42 |
|
|
2022
Q4 | – | Sell |
-19,561
| Closed | -$1.09M | – | 112 |
|
|
2022
Q3 | $1.09M | Buy |
+19,561
| New | +$1.09M | 0.77% | 17 |
|
|
2022
Q2 | – | Sell |
-3,177
| Closed | -$238K | – | 108 |
|
|
2022
Q1 | $238K | Buy |
+3,177
| New | +$238K | 0.15% | 100 |
|