Domani Wealth’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | $550K | Sell |
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|
2022
Q4 | $489K | Hold |
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|
2022
Q3 | $491K | Hold |
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|
2022
Q2 | $510K | Hold |
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|
2022
Q1 | $658K | Hold |
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|
2021
Q4 | $721K | Buy |
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|
2021
Q3 | $651K | Hold |
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|
2021
Q2 | $642K | Sell |
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|
2021
Q1 | $586K | Sell |
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|
2020
Q4 | $632K | Sell |
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|
2020
Q3 | $594K | Buy |
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|
2020
Q2 | $523K | Buy |
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|
2020
Q1 | $410K | Sell |
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|
2019
Q4 | $764K | Buy |
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|
2019
Q3 | $595K | Buy |
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|
2019
Q2 | $473K | Buy |
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|
2019
Q1 | $425K | Sell |
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|
2018
Q4 | $470K | Buy |
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|
2018
Q3 | $348K | Sell |
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|
2018
Q2 | $329K | Sell |
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|
2018
Q1 | $325K | Buy |
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|
2017
Q4 | $309K | Sell |
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|
2017
Q3 | $317K | Buy |
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|
2017
Q2 | $303K | Sell |
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|
2017
Q1 | $292K | Sell |
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|
2016
Q4 | $713K | Sell |
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|
2016
Q3 | $1.19M | Sell |
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|
2016
Q2 | $1.5M | Sell |
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|
2016
Q1 | $1.54M | Buy |
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|
2015
Q4 | $1.46M | Buy |
|