Clear Perspectives Financial Planning’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | $58.7K | Hold |
3,600
| – | – | 0.03% | 67 |
|
|
2022
Q4 | $50K | Sell |
3,600
-7,052
| -66% | -$98K | 0.03% | 81 |
|
|
2022
Q3 | $149K | Sell |
10,652
-5,908
| -36% | -$82.6K | 0.07% | 52 |
|
|
2022
Q2 | $240K | Sell |
16,560
-35,124
| -68% | -$509K | 0.09% | 48 |
|
|
2022
Q1 | $967K | Sell |
51,684
-10,948
| -17% | -$205K | 0.37% | 36 |
|
|
2021
Q4 | $1.28M | Sell |
62,632
-4,736
| -7% | -$96.9K | 0.52% | 31 |
|
|
2021
Q3 | $1.25M | Buy |
67,368
+2,312
| +4% | +$42.8K | 0.56% | 30 |
|
|
2021
Q2 | $1.19M | Sell |
65,056
-23,640
| -27% | -$431K | 0.57% | 31 |
|
|
2021
Q1 | $1.44M | Sell |
88,696
-3,480
| -4% | -$56.5K | 0.83% | 26 |
|
|
2020
Q4 | $1.48M | Buy |
+92,176
| New | +$1.48M | 0.94% | 26 |
|