Burleson & Co’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $5.9M | Hold |
|
|||||
|
2022
Q3 | $5.93M | Buy |
|
|||||
|
2022
Q2 | $6.08M | Buy |
|
|||||
|
2022
Q1 | $6.66M | Buy |
|
|||||
|
2021
Q4 | $6.65M | Buy |
|
|||||
|
2021
Q3 | $5.97M | Buy |
|
|||||
|
2021
Q2 | $4.34M | Buy |
|
|||||
|
2021
Q1 | $3.65M | Buy |
|
|||||
|
2020
Q4 | $3.58M | Buy |
|
|||||
|
2020
Q3 | $2.76M | Sell |
|
|||||
|
2020
Q2 | $3.66M | Sell |
|
|||||
|
2020
Q1 | $3.18M | Sell |
|
|||||
|
2019
Q4 | $3.61M | Buy |
|
|||||
|
2019
Q3 | $3.09M | Buy |
|
|||||
|
2019
Q2 | $2.99M | Buy |
|
|||||
|
2019
Q1 | $2.79M | Sell |
|
|||||
|
2018
Q4 | $2.65M | Buy |
|
|||||
|
2018
Q3 | $2.41M | Buy |
|
|||||
|
2018
Q2 | $2.13M | Buy |
|
|||||
|
2018
Q1 | $1.76M | Buy |
|
|||||
|
2017
Q4 | $1.28M | Buy |
|