Briggs Advisory Group’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
Q3 | $794K | Hold |
43,696
| – | – | 0.45% | 31 |
|
|
2023
Q2 | $819K | Hold |
43,696
| – | – | 0.46% | 31 |
|
|
2023
Q1 | $712K | Hold |
43,696
| – | – | 0.42% | 34 |
|
|
2022
Q4 | $607K | Hold |
43,696
| – | – | 0.39% | 36 |
|
|
2022
Q3 | $610K | Hold |
43,696
| – | – | 0.46% | 32 |
|
|
2022
Q2 | $633K | Buy |
43,696
+6,984
| +19% | +$101K | 0.46% | 32 |
|
|
2022
Q1 | $687K | Hold |
36,712
| – | – | 0.46% | 30 |
|
|
2021
Q4 | $751K | Buy |
+36,712
| New | +$751K | 0.51% | 26 |
|