Capital Advisory Group Advisory Services’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
Q1 | – | Sell |
-240
| Closed | -$3K | – | 470 |
|
|
2019
Q4 | $3K | Hold |
240
| – | – | ﹤0.01% | 182 |
|
|
2019
Q3 | $3K | Hold |
240
| – | – | ﹤0.01% | 372 |
|
|
2019
Q2 | $2K | Hold |
240
| – | – | ﹤0.01% | 385 |
|
|
2019
Q1 | $2K | Hold |
240
| – | – | ﹤0.01% | 385 |
|
|
2018
Q4 | $2K | Hold |
240
| – | – | ﹤0.01% | 358 |
|
|
2018
Q3 | $2K | Hold |
240
| – | – | ﹤0.01% | 339 |
|
|
2018
Q2 | $2K | Sell |
240
-2,680
| -92% | -$22.3K | ﹤0.01% | 323 |
|
|
2018
Q1 | $26K | Buy |
+2,920
| New | +$26K | 0.02% | 172 |
|