Connectus Wealth’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $6.23M | Buy |
268,572
+101,200
| +60% | +$2.35M | 0.17% | 111 |
|
|
2023
Q4 | $3.47M | Sell |
167,372
-55,836
| -25% | -$1.16M | 0.07% | 198 |
|
|
2023
Q3 | $4.06M | Buy |
223,208
+3,868
| +2% | +$70.3K | 0.09% | 185 |
|
|
2023
Q2 | $4.11M | Sell |
219,340
-1,748
| -0.8% | -$32.8K | 0.09% | 158 |
|
|
2023
Q1 | $3.6M | Buy |
+221,088
| New | +$3.6M | 0.09% | 167 |
|