Dowling & Yahnke’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
2022
Q3
$419K Sell
2022
Q2
$442K Buy
2022
Q1
$548K Sell
2021
Q4
$923K Buy
2021
Q3
$521K Hold
2021
Q2
$513K Hold
2021
Q1
$457K Buy
2020
Q4
$422K Buy
2018
Q1
Sell
2017
Q4
$1M Buy