Elk River Wealth Management’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
2022
Q3
Sell
-208,180
Closed -$3.02M 105
2022
Q2
$3.02M Sell
208,180
-37,784
-15% -$548K 0.76% 41
2022
Q1
$4.6M Buy
+245,964
New +$4.6M 1.01% 29