Edge Wealth Management’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
2020 Q1	–	Sell	-94,672	Closed	-$1.1M	–	675
2019 Q4	$1.1M	Sell	94,672 -3,992	-4%	-$44K	0.22%	66
2019 Q3	$1.04M	Buy	98,664 +1,040	+1%	+$11K	0.24%	68
2019 Q2	$1.01M	Sell	97,624 -3,976	-4%	-$40.4K	0.22%	66
2019 Q1	$1.01M	Sell	101,600 -5,792	-5%	-$54.8K	0.25%	66
2018 Q4	$925K	Sell	107,392 -640	-0.6%	-$5.96K	0.26%	58
2018 Q3	$1.11M	Buy	108,032 +12,328	+13%	+$123K	0.27%	55
2018 Q2	$907K	Sell	95,704 -488	-0.5%	-$4.54K	0.23%	63
2018 Q1	$862K	Buy	96,192 +6,480	+7%	+$59.7K	0.23%	66
2017 Q4	$795K	Buy	89,712 +1,712	+2%	+$14.7K	0.23%	66
2017 Q3	$726K	Sell	88,000 -5,800	-6%	-$47K	0.22%	60
2017 Q2	$742K	Buy	93,800 +2,680	+3%	+$20.9K	0.23%	62
2017 Q1	$690K	Sell	91,120 -4,800	-5%	-$35.5K	0.24%	61
2016 Q4	$669K	Sell	95,920 -9,192	-9%	-$63.6K	0.25%	68
2016 Q3	$729K	Sell	105,112 -11,392	-10%	-$78.2K	0.31%	57
2016 Q2	$763K	Buy	116,504 +13,392	+13%	+$88K	0.32%	55
2016 Q1	$676K	Buy	103,112 +19,664	+24%	+$122K	0.31%	57
2015 Q4	$554K	Sell	83,448 -2,920	-3%	-$19.5K	0.21%	69
2015 Q3	$534K	Buy	86,368 +11,432	+15%	+$76.1K	0.2%	64
2015 Q2	$504K	Sell	74,936 -12,480	-14%	-$85.1K	0.17%	64
2015 Q1	$591K	Buy	87,416 +21,264	+32%	+$141K	0.2%	63
2014 Q4	$430K	Buy	66,152 +12,096	+22%	+$76.2K	0.16%	74
2014 Q3	$332K	Buy	54,056 +10,936	+25%	+$67.3K	0.13%	77
2014 Q2	$261K	Sell	43,120 -280	-0.6%	-$1.64K	0.11%	88
2014 Q1	$250K	Sell	43,400 -14,120	-25%	-$80.2K	0.1%	87
2013 Q4	$325K	Buy	57,520 +9,360	+19%	+$50.6K	0.15%	67
2013 Q3	$247K	Buy	48,160 +4,040	+9%	+$20.4K	0.15%	64
2013 Q2	$212K	Buy	+44,120	New	+$211K	0.14%	59