Capital Directions Investment Advisors’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 | $310K | Buy |
|
|||||
|
2022
Q3 | – | Sell |
|
|||||
|
2022
Q2 | $331K | Hold |
|
|||||
|
2022
Q1 | $427K | Sell |
|
|||||
|
2021
Q4 | $492K | Buy |
|
|||||
|
2021
Q3 | $415K | Sell |
|
|||||
|
2021
Q2 | $573K | Buy |
|
|||||
|
2021
Q1 | – | Sell |
|
|||||
|
2020
Q4 | $369K | Sell |
|
|||||
|
2020
Q3 | $333K | Sell |
|
|||||
|
2020
Q2 | $316K | Sell |
|
|||||
|
2020
Q1 | $257K | Hold |
|
|||||
|
2019
Q4 | $300K | Hold |
|
|||||
|
2019
Q3 | $271K | Hold |
|
|||||
|
2019
Q2 | $268K | Sell |
|
|||||
|
2019
Q1 | $276K | Sell |
|
|||||
|
2018
Q4 | $297K | Hold |
|
|||||
|
2018
Q3 | $353K | Buy |
|
|||||
|
2018
Q2 | $311K | Sell |
|
|||||
|
2018
Q1 | $330K | Sell |
|
|||||
|
2017
Q4 | $328K | Hold |
|
|||||
|
2017
Q3 | $307K | Sell |
|
|||||
|
2017
Q2 | $361K | Buy |
|
|||||
|
2017
Q1 | $296K | Hold |
|
|||||
|
2016
Q4 | $273K | Sell |
|
|||||
|
2016
Q3 | $278K | Hold |
|
|||||
|
2016
Q2 | $263K | Sell |
|
|||||
|
2016
Q1 | $275K | Sell |
|
|||||
|
2015
Q4 | $295K | Buy |
|
|||||
|
2015
Q3 | $262K | Hold |
|
|||||
|
2015
Q2 | $281K | Sell |
|
|||||
|
2015
Q1 | $302K | Sell |
|
|||||
|
2014
Q4 | $299K | Buy |
|
|||||
|
2014
Q3 | $279K | Sell |
|
|||||
|
2014
Q2 | $283K | Sell |
|
|||||
|
2014
Q1 | $329K | Sell |
|
|||||
|
2013
Q4 | $440K | Sell |
|
|||||
|
2013
Q3 | $422K | Sell |
|
|||||
|
2013
Q2 | $399K | Buy |
|