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Diversified’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Diversified’s Portfolio SCHG Stock Details SCHG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q3 		$1.28M Buy
49,028
+8,248
+20% +$215K 0.14% 63
2024
Q2 		$1.03M Buy
+40,780
New +$1.03M 0.12% 68
2024
Q1 		– Sell
-11,640
Closed -$241K – 181
2023
Q4 		$241K Buy
+11,640
New +$241K 0.05% 130