DFPG Investments’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
Q4
$1.57M Buy
77,664
+7,124
+10% +$144K 0.12% 167
2023
Q3
$1.33M Buy
70,540
+3,024
+4% +$57.2K 0.12% 167
2023
Q2
$1.32M Buy
67,516
+10,092
+18% +$197K 0.12% 176
2023
Q1
$936K Buy
57,424
+31,824
+124% +$518K 0.1% 209
2022
Q4
$368K Buy
+25,600
New +$368K 0.06% 315