Charter Oak Capital Management’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
2022
Q3
Sell
-400
Closed -$6K 738
2022
Q2
$6K Sell
400
-1,480
-79% -$22.2K ﹤0.01% 674
2022
Q1
$35K Buy
1,880
+664
+55% +$12.4K ﹤0.01% 415
2021
Q4
$25K Buy
+1,216
New +$25K ﹤0.01% 466