FWM
Filbrandt Wealth Management’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $3.34M | Sell |
22,545
-305
| -1% | -$45.2K | 1.92% | 9 |
|
|
2021
Q2 | $3.34M | Buy |
22,850
+31
| +0.1% | +$4.53K | 1.89% | 9 |
|
|
2021
Q1 | $2.96M | Buy |
22,819
+133
| +0.6% | +$17.3K | 1.79% | 10 |
|
|
2020
Q4 | $2.91M | Sell |
22,686
-4,647
| -17% | -$597K | 1.86% | 10 |
|
|
2020
Q3 | $3.15M | Sell |
27,333
-552
| -2% | -$63.6K | 2.46% | 8 |
|
|
2020
Q2 | $2.83M | Buy |
27,885
+4,219
| +18% | +$428K | 2.26% | 8 |
|
|
2020
Q1 | $1.89M | Sell |
23,666
-1,065
| -4% | -$84.8K | 2.08% | 9 |
|
|
2019
Q4 | $2.3M | Buy |
+24,731
| New | +$2.3M | 2.03% | 9 |
|