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Capstone Triton Financial Group’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Capstone Triton Financial Group’s Portfolio SCHG Stock Details SCHG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-1,408
Closed -$23K – 276
2020
Q4 		$23K Buy
+1,408
New +$21.4K 0.01% 263

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Capstone Triton Financial Group's SCHG Position: Q1 2021 in Review

Capstone Triton Financial Group sold out of Schwab US Large-Cap Growth ETF (SCHG) in Q1 2021, closing a stake of 1,408 shares — an estimated $23K sold.

Capstone Triton Financial Group first reported a position in SCHG in Q4 2020 and held it in 1 quarter. The position peaked at $23K in Q4 2020. 681 funds tracked by Wall St. Rank hold SCHG as of Q1 2021.

  • Capstone Triton Financial Group reported no remaining Schwab US Large-Cap Growth ETF position as of Q1 2021 after selling out during the quarter.
  • Capstone Triton Financial Group sold 1,408 Schwab US Large-Cap Growth ETF shares in Q1 2021, an estimated $23K.
  • Capstone Triton Financial Group first reported a position in Schwab US Large-Cap Growth ETF in Q4 2020 and held it in 1 quarter.
  • Capstone Triton Financial Group's Schwab US Large-Cap Growth ETF position peaked at $23K in Q4 2020.
  • 681 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2021.

Based on Capstone Triton Financial Group's 13F filing for Q1 2021, filed 17 May 2021.