Endurance 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $135K | Hold |
7,200
| – | – | 0.02% | 241 |
|
|
2023
Q1 | $117K | Hold |
7,200
| – | – | 0.02% | 256 |
|
|
2022
Q4 | $100K | Hold |
7,200
| – | – | 0.02% | 253 |
|
|
2022
Q3 | $100K | Hold |
7,200
| – | – | 0.02% | 246 |
|
|
2022
Q2 | $104K | Sell |
7,200
-704
| -9% | -$10.2K | 0.02% | 251 |
|
|
2022
Q1 | $148K | Hold |
7,904
| – | – | 0.02% | 233 |
|
|
2021
Q4 | $162K | Buy |
+7,904
| New | +$162K | 0.02% | 238 |
|