Column Capital Advisors’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
Q3 | $47.8K | Hold |
2,628
| – | – | 0.01% | 330 |
|
|
2023
Q2 | $49.3K | Buy |
2,628
+4
| +0.2% | +$75 | 0.01% | 325 |
|
|
2023
Q1 | $42.8K | Hold |
2,624
| – | – | 0.01% | 343 |
|
|
2022
Q4 | $36.5K | Buy |
2,624
+4
| +0.2% | +$56 | 0.01% | 343 |
|
|
2022
Q3 | $37K | Buy |
2,620
+320
| +14% | +$4.52K | 0.01% | 314 |
|
|
2022
Q2 | $33K | Buy |
2,300
+4
| +0.2% | +$57 | 0.01% | 330 |
|
|
2022
Q1 | $43K | Hold |
2,296
| – | – | 0.01% | 312 |
|
|
2021
Q4 | $47K | Hold |
2,296
| – | – | 0.01% | 308 |
|
|
2021
Q3 | $43K | Buy |
2,296
+8
| +0.3% | +$150 | 0.01% | 293 |
|
|
2021
Q2 | $42K | Buy |
2,288
+168
| +8% | +$3.08K | 0.01% | 301 |
|
|
2021
Q1 | $34K | Sell |
2,120
-8
| -0.4% | -$128 | 0.01% | 316 |
|
|
2020
Q4 | $34K | Buy |
2,128
+88
| +4% | +$1.41K | 0.01% | 320 |
|
|
2020
Q3 | $29K | Hold |
2,040
| – | – | 0.01% | 321 |
|
|
2020
Q2 | $25K | Buy |
2,040
+80
| +4% | +$980 | 0.01% | 342 |
|
|
2020
Q1 | $20K | Buy |
1,960
+720
| +58% | +$7.35K | 0.01% | 313 |
|
|
2019
Q4 | $14K | Buy |
+1,240
| New | +$14K | 0.01% | 409 |
|